Healthcare & Medical Practices - Voice AI Agent Use Case
Follow these steps to launch an outbound voice campaign using your AI agent inside Dialora , perfect for offers, appointment reminders, or any customer outreach automation.
Dental Offices
- Appointment Scheduling → Voice agent books directly into practice management software (OpenDental/Denticon/Eaglesoft)
- Lead Followup Campaign → Lead comes in
- Insurance Verification → Collect insurance info via voice, send to system
- Appointment Reminders → Call patients 1, 24, 48 hours before, reschedule no-shows automatically
- Emergency Triage → NO MEDICAL ADVICE After-hours calls routed by severity, urgent cases trigger on-call alerts, next business day emergency appointment
- Treatment Plan Follow-ups → Call patients who haven't scheduled recommended procedures (NO MEDICAL ADVICE)
- Payment Plan Setup → send link to apply to CareCredit or finance companies
- Prescription Refill Requests → Voice collection → send to office
- Post-Procedure Check-ins → Automated wellness calls 24 hours after procedures
- Recall Campaigns → Call overdue patients for cleanings, book immediately
- New Patient Intake → Text + email intake forms
IF THEY ASK MEDICAL QUESTIONS REFER TO HUMAN. IF IT DOESN’T EXIST ON THEIR WEBSITE DON’T SAY IT.
Medical Clinics
- Telehealth Pre-Screening → Qualify symptoms, schedule video visits automatically
- Lab Result Notifications → Call patients when results ready, schedule follow-ups if needed
- Vaccine Waitlists → Manage cancellations, auto-call next eligible patient
- Medication Adherence Calls → Check if patients taking medications, alert doctors if not
- Prior Authorization → Collect info for insurance pre-approvals, submit automatically
- Referral Coordination → Book specialist appointments while on call with patient
- Billing Inquiries → Call transfer to humans
- Clinical Trial Recruitment → Screen eligible patients, schedule consultations
- After-Hours Nurse Line → NO MEDICAL ADVICE Triage symptoms, book urgent care or ER if needed
Mental Health Practices
- Crisis Intervention → Assess risk level, connect to crisis counselor immediately
- Therapy Session Booking → Match availability with therapist schedules
- Insurance Benefits Check → Verify mental health coverage, copays, deductibles
- Mood Check-ins → Regular wellness calls, flag concerns to providers
- Group Session Registration → Enroll in support groups, send calendar invites
- Prescription Refill Coordination → Connect with psychiatrist for controlled substances
- Intake Assessments → PHQ-9, GAD-7 screening via voice, score automatically
- Cancellation Waitlist → Fill last-minute openings automatically