ContactBook a callGet My Score
AnswerEvery call picked up, triaged, and routed — including the ones outside office hours.
ScheduleSlots filled, cancellations backfilled, and recalls that actually go out.
IntakeDemographics, insurance, consents and history captured before the visit, not at the window.
ProcessFaxes, referrals, records and prior auth — the paperwork nobody sees and everybody drowns in.
CollectCoverage verified before the visit and balances collected after it.
GrowThe digital front door: getting found, getting booked, and getting reviewed.
ContactStaff & OperationsFront Desk Score

MedFrontDesk Playbook

Imaging Prep + Coordination

Automate imaging prep, fasting reminders, and paperwork so techs stop fielding repetitive calls.

When to run this playbook

MRI/CT instructions clog phone lines.

Patients forget fasting guidelines and reschedule last minute.

Techs answer phones instead of running on time.

Caller journey (high-level)

01

Knowledge ingest

Feed Katie your imaging prep guides, arrival policies, and sedation rules.

02

Reminder scripts

AI reminds patients about fasting, arrival, contrast, and paperwork with SMS/email follow-up.

03

Escalation

Late arrivals or sedation questions ping the imaging coordinator with context.

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.