Use Case

New Patient Calls. Answered.

When reception staff are helping patients, incoming callers still need an answer. Collect approved administrative details and appointment requests while clinical decisions stay with your practice.

Credit card required. Cancel anytime.

The Reality

Patient Enquiries Need Clear Reception Boundaries

Callers may need hours, directions, or help requesting an appointment. Decide which details reception should collect and which questions need qualified staff.

Answer from your configured business information

Capture the caller name, contact details, and request

Follow your configured transfer instructions

How It Works

How Dialbox Handles New Patient/Client Intake Calls

Our AI phone answering service answers incoming calls, captures caller details, and handles approved reception next steps.

01

Prepare Reception

Choose the administrative details your practice needs and review privacy requirements.

02

Listen to the Request

Provide approved answers for hours, location, and appointment preparation.

03

Handle the Next Step

Capture a request or book through a supported connected calendar.

04

Keep Staff Informed

Hand clinical questions and sensitive requests to qualified staff.

Cost Comparison

Compare Your Reception Coverage with Dialbox

Compare coverage, included calls, and staff follow-up needs for your business.

Front desk staff time for manual intake

Confirm current staffing or provider costs for the coverage you need.
Check coverage hours
Check billing terms

Dialbox

From CAD 129.00/mo
Available 24/7
Monthly AI call pool
Compare coverage, included calls, and staff follow-up needs for your business.
Built In

Reception Features Working Together

Every feature works together so you can replace voicemail with AI that actually helps your callers.

Business information for caller questions
Caller details and structured messages
Staff transfers using your instructions
Booking through supported connected calendars
FAQ

Frequently Asked Questions

Questions about New Patient/Client Intake Calls.

Does the AI assess symptoms or provide medical advice?

No. Clinical assessment, diagnosis, and treatment decisions remain with qualified staff. Configure approved reception language and staff handoffs for callers who need clinical help.

Can I keep my existing number?

You can forward calls from your current business number. Confirm forwarding options and charges with your phone provider.

What if the caller needs a person?

Configure an appropriate transfer destination and a message-taking fallback. Tell callers when staff can respond using expectations your business can honour.

What should I test before forwarding calls?

Try a common service enquiry, a booking request, an unknown question, and an unanswered transfer. Check what the caller hears and what your staff receive.

Ready to stop missing calls?

Your next customer is calling.
Make sure someone answers.

Configure New Patient/Client Intake Calls with Dialbox. 7-day free trial. Credit card required.

New Lead - Alex Morgan

(416) 555-0189 · 2 min call

Qualified

AI Summary

Caller wants pricing, has questions about setup, and asked to book a consultation later this week.

Urgency

High

Sentiment

Positive

Action

Message captured

Privacy controls for receptionTest before forwarding calls7-day free trial. Credit card requiredMonth-to-month, cancel anytime