Receptionist Setup Guide

Set up and test the receptionist in four steps.

Integrated Receptionist is a $10/month add-on. Configure the phone route and clinic rules, place a test call, and verify leads, transfers, scheduling requests, and follow-up before go-live.

Before you start

Your clinic provides the operating rules. The Intelligent Clinic OS team provisions the requested phone route and helps test it.

Workspace: calls, voicemails, leads, scheduling requests, transfers, and follow-up

Your clinic: hours, locations, staff, services, routing, escalation, and greeting

We configure: a new routing number, forwarding, or a number-port request

Go-live path: request → clinic rules → test call → launch → monitor

1. Request the phone setup

Open Settings → Service Setup → Voice Receptionist. Request a new routing number, forward the clinic line, or begin a number port. The request status shows when support needs information and when provisioning is complete.

Request a new routing number

Forward an existing clinic number

Port an existing number

Choose a preferred go-live date

2. Complete the readiness checklist

Open Receptionist → Settings → Setup. Complete the clinic, hours, locations, staff, services, insurance, routing, escalation, greeting, and agent details the receptionist relies on.

Clinic identity and greeting

Hours, locations, staff, and services

Routing and transfer rules

Emergency and escalation language

3. Pass a test call before going live

The setup screen shows Ready for test calls only when required clinic details are present. Test the greeting, lead capture, voicemail path, transfers, scheduling requests, and staff follow-up.

Caller and intent appear in Calls

New lead appears in Leads

Voicemail and transfer statuses are correct

Requested appointment appears for staff review

4. Monitor the operating queue

Review live and completed calls, voicemail outcomes, abandoned or failed calls, new leads, and appointment requests. Staff remain responsible for patient identity, scheduling decisions, clinical questions, and follow-up.

Safety boundary

The receptionist does not provide emergency guidance, urgent clinical advice, diagnoses, or final care decisions. Escalation rules must direct those situations to emergency services or the clinic team.