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Front Office Workflows

Last updated:

Aug 8, 2025

Make an Outbound Call

Agents Center

Front Office Workflows

Use this feature to make or schedule a one-off outbound call to a patient. The benefits of doing so here, rather than making a standard phone call, are as follows:

  • An automated agent will make the call, saving you time

  • The conversation and sentiment will be tracked and logged automatically for future reference

  • The call can be scheduled for your convenience

  • Updates to appointment timing, insurance, appointment reason, etc. can all be handled by AI so that the right information gets into your schedule

  • Send one-off outbound calls to specific patients

  • Create and manage outbound call campaigns

  • Track the status and results of outbound communications

  • Contact new or existing patients

  • Define additional context for calls to assist agents in completing tasks



Table of Contents

Search all docs

Front Office Workflows

Search all docs

Front Office Workflows

Last updated:

Aug 8, 2025

Make an Outbound Call

Agents Center

Front Office Workflows

Use this feature to make or schedule a one-off outbound call to a patient. The benefits of doing so here, rather than making a standard phone call, are as follows:

  • An automated agent will make the call, saving you time

  • The conversation and sentiment will be tracked and logged automatically for future reference

  • The call can be scheduled for your convenience

  • Updates to appointment timing, insurance, appointment reason, etc. can all be handled by AI so that the right information gets into your schedule

  • Send one-off outbound calls to specific patients

  • Create and manage outbound call campaigns

  • Track the status and results of outbound communications

  • Contact new or existing patients

  • Define additional context for calls to assist agents in completing tasks



Last updated:

Aug 8, 2025

Make an Outbound Call

Agents Center

Front Office Workflows

Use this feature to make or schedule a one-off outbound call to a patient. The benefits of doing so here, rather than making a standard phone call, are as follows:

  • An automated agent will make the call, saving you time

  • The conversation and sentiment will be tracked and logged automatically for future reference

  • The call can be scheduled for your convenience

  • Updates to appointment timing, insurance, appointment reason, etc. can all be handled by AI so that the right information gets into your schedule

  • Send one-off outbound calls to specific patients

  • Create and manage outbound call campaigns

  • Track the status and results of outbound communications

  • Contact new or existing patients

  • Define additional context for calls to assist agents in completing tasks