Will this make treatment recommendations?
No. Clinical recommendations and suitability decisions stay with qualified staff. Automation is limited to the approved administrative workflow.
Consultation operations
Connect consultation inquiries to careful follow-up.
Organize inquiries, scheduling, reminders, and unanswered follow-up without turning clinical suitability or consent into an automated decision.
Keep these decisions human
- Treatment suitability
- Clinical advice
- Pricing exceptions
- Consent and sensitive information
Connections to verify
- Booking calendar
- Approved messaging channel
- CRM or lead record
- Staff review and escalation queue
A bounded workflow, not a black box.
Start with one route through the operation. Make its rules visible, test exceptions, and expand only after the handoffs work.
- 01
Organize
Capture the requested treatment, contact details, preferred time, and source in a consistent record.
- 02
Schedule
Offer approved consultation windows and route questions outside the script to a member of staff.
- 03
Follow through
Send agreed reminders and keep the team’s system of record current.
Questions before scoping
Can we start with only one channel?
Yes. A narrow first workflow is easier to review and improve than a broad launch across every channel at once.