Phone Problem Playbook

After-Hours Overflow Playbook

Keep phones covered past 5PM without burning out your on-call team. Katie fields cancellations, refills, and urgent requests instantly.

When to run this playbook

Patients call back-to-back when the clinic closes.

On-call triage gets buried under partial voicemails.

Refills and scheduling requests stack up for Monday.

Caller journey (high-level)

01

Route all after-hours calls to Katie

Forward your main number at close. Katie greets in your tone and determines intent in under 3 seconds.

02

Automate refills + FAQs

Non-urgent tasks (refills, directions, lab hours) trigger instant responses or queue tickets for staff.

03

Escalate urgent threads

STAT symptoms and surgeon callbacks escalate to on-call with complete context + transcript.

Triage categories & actions

CategoryExample callsNotificationTarget callbackCaller messaging
EmergencyChest pain, stroke, trauma.911 / ERImmediateCall 911 or go to the ER now.
Urgent clinicalWorsening postop pain, severe symptoms.On-call provider< 15 minProvider calls back within 15 minutes.
Routine clinicalRefills, mild symptoms, referrals.Daytime teamNext business dayCare team follows up on the next business day.
Non-clinical / adminScheduling, billing, paperwork.Admin queueNext business dayFront desk follows up when the office reopens.

Staff checklist

Map escalation rules per provider
Load FAQ + refill policies
Sync transcript inbox before go-live

Frequently asked questions

Does Katie speak to Spanish-speaking callers?

Yes—MedReception.ai supports 37 languages and automatically detects preferred language in the greeting.