A primary care clinic gets a steady mix of calls: new patients asking if you take their insurance, regulars wanting a sick visit today, refill requests, and people calling about lab results. Most of these calls come in while you're with a patient, so they go unanswered or get cut short. AllDayDesk answers every call, asks whether the caller is a new or existing patient, and books office visits into the calendar you set up. Refills, lab results, and anything clinical go to you as a clear message. It doesn't give medical advice, discuss symptoms, or quote prices it hasn't been given.
The receptionist asks whether the caller is new or existing, what kind of visit they need, and any provider or timing preference. It books office visits only for services and times you've configured, and it confirms the exact time with the caller before booking. Refill requests, lab-result questions, billing questions, and anything about symptoms become messages you read in the dashboard. If a caller asks something it doesn't have an answer for, it says so and takes a message instead of guessing. It doesn't give medical advice, and it doesn't promise response times.
Callers often start with "Do you take new patients?" and "Do you take my insurance?" The receptionist confirms you accept new patients if you've set that up, gathers the caller's name and what kind of visit they want, and books a new patient visit if you offer one. Insurance questions it can't answer become a message, since coverage depends on your specific plans.
People with a sore throat or a fever want the first open slot, not a callback tomorrow. The receptionist offers the open office visit times you've configured and books one. It doesn't ask about symptoms or judge how urgent a call is — it just gets the visit on the calendar and lets you see the details.
Physicals are easy to book ahead, so these calls work well. The receptionist asks for a name, whether they're an existing patient, and a provider or timing preference, then books an annual physical into an open slot. If they want a provider who isn't taking bookings that week, it takes a message with their preference.
Refills need your decision, not a booking. The receptionist takes the caller's name, the medication, and the pharmacy, then leaves you a clear message in the dashboard. It doesn't approve refills, discuss dosages, or promise a timeline — that's yours to handle when you review the message.
Callers asking about results usually just want to know if they're ready. The receptionist doesn't have access to results and won't discuss them. It takes the caller's name and a callback number, and you follow up directly. That keeps results conversations where they belong.
If you offer telehealth and have configured it as a bookable service, the receptionist books those visits the same way as office visits. If you don't offer it, it says so plainly and offers an in-office visit or takes a message instead.