New Patient Agent
by Katexs
Qualifies, explains the process, and books the consult for new patients.
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
VoiceChatSMS
Integrations
ChirotouchGoogle CalendarJotformZapier
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