Booking scenario: clinic and dental
Set up booking for a clinic, dentist or physiotherapist with long visits, notice rules, intake notes and handoff for urgent cases.
Business goal
Let patients request appointments after hours, reduce phone calls, and keep urgent cases with your team.
Services
| Service | Duration | Category |
|---|---|---|
| New patient check-up | 45 | Check-ups |
| Cleaning | 45 | Hygiene |
| Whitening | 60 | Cosmetic |
| Follow-up | 20 | Follow-up |
Staff
One profile per dentist or therapist with their working hours and the services they perform. Connect their calendars so personal appointments block time.
Settings
- Break between appointments: 10 to 15 minutes.
- Minimum notice required: 24 hours.
- Furthest date: 60 days.
- Closed Dates: clinic holidays.
- Confirm every booking yourself; all bookings start Pending.
Assistant
Tone Empathetic or Formal. Forbidden Actions: "Do not give medical advice or diagnoses", "Do not promise treatment outcomes". Fallback: "I can't advise on that; our team will help you." Add FAQs: insurance accepted, what to bring, first visit. Ask patients to put the reason for the visit in Notes.
Handoff
Add triggers for pain, bleeding, emergencies and "I need to be seen today". Tell the assistant to share the clinic phone number and notify the front desk. See Human handoff.
Customer journey
- A patient messages "I need a cleaning next week".
- The assistant asks for name and phone and sends the booking link with Cleaning pre-selected.
- The patient picks Thursday 10:00 and adds "sensitive teeth" in Notes.
- The clinic confirms; the patient receives the confirmation message.
Tips
- Keep patient information minimal in chat; collect details in person.
- Review the data you store and share according to your local privacy rules.
Limitations
- BaTimo is not a medical records or insurance system. It does not send timed reminders.
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