New Patient Agent
by Katexs
Qualifies, explains the process, and books the consult for new patients.
Want this agent running in your business?
- Handles
- 5 tasks
- Channels
- Voice · Chat · SMS
- Connects
- 4 integrations
- Build time
- 48 hours
- Complexity
- Standard
Overview
Chiropractic and physical therapy practices live or die by new patient volume. This agent answers every inquiry — explaining your approach, qualifying the patient's condition and goals, and booking the initial consult. It handles the education and objection-handling so your front desk only talks to pre-qualified, pre-educated prospects.
What it handles
- Answers new patient inquiries by voice, chat, and form 24/7
- Explains treatment approach, insurance, and what to expect
- Qualifies on condition type, pain level, and treatment goals
- Books the initial consult or assessment directly
- Sends intake forms and arrival instructions ahead of time
Channels
Integrations
Workflow
- 01
Inquiry Received
Potential patient calls or submits a form about back pain or injury.
- 02
Educate & Qualify
Agent explains the approach and qualifies on condition and goals.
- 03
Book Consult
Qualified patient gets a consult slot; confirmation sent.
- 04
Prep & Remind
Intake forms sent; reminder fires 24 hours before the visit.
What you'll need
- New patient consult calendar
- Intake forms and insurance info requirements
- Treatment approach script for common conditions