Health services · Medical offices
New patients, established patients, and a line that respects the chart
A clinic phone is not a sales line. It is how people ask for access. Floow covers that access: new-patient slots, established follow-ups, referral intake, and a hard stop when the caller needs a clinician.
The clinic front desk at 12:10
- Two coordinators checking in a lobby while new-patient calls roll.
- Referral faxes and phone intake that never meet in the same record.
- After-hours symptom calls that an agent should not be answering — and a voicemail that does not say what to do instead.
- Insurance-on-file questions that slide into illegal or just-wrong benefit promises.
What the medical office seat is allowed to do
- Splits new vs established and books the right slot length on the right provider calendar.
- Takes referral demographics, sending office, and reason for visit — then parks it for staff to attach to the chart.
- Answers hours, location, parking, and ‘do we accept this plan as a listed plan’ from your list — not as a benefits quote.
- Uses your after-hours script: emergency language, on-call, or next-morning nurse callback. No symptom interpretation.
What lands in the practice
A scheduled visit or a complete callback task, not a sticky note. Reminders and forms go out on your templates. Review asks wait until a completed encounter. Floow does not touch the legal medical record as a clinician. It keeps the front door from being the bottleneck.
Medical office templates we run
- New vs established scheduling rules
- Referral intake card
- Listed-plan language that refuses benefits advice
- After-hours emergency / on-call / morning-callback script
Call the demo with medical offices in mind.
Call the live demo. If it sounds like the front office you have been covering yourself, we will scope the right tier on a strategy call.