Screen and Prioritize the Right Patients for Specialty Care

You want to: Make sure your staff only spend time with patients who are eligible, serious, and ready to proceed with private or specialist care.

Your AI agent can: Call inbound leads, collect basic medical and insurance details, and escalate only those who qualify for the next step.

Contact Sales

Industry: Healthcare

Business Goal: Sales Acceleration

Call Direction: Outbound

Agent Type: Qualification Agent

What can this AI Agent help you achieve?

Reduce admin time

Pre-screen patients automatically

Improve care access

Escalate qualified patients sooner

Filter out mismatches

Reduce time spent on ineligible inquiries

Use the agent when:

Patients are filling out online forms or inquiry requests
There’s a long wait between interest and first contact
You need to confirm insurance, referral, or treatment eligibility before scheduling

What you need:

Intake form trigger (or contact list)
Defined screening questions (e.g., coverage, provider, symptoms)
Routing rules based on fit or service eligibility

How to set it up:

Trigger it:

After [Patient Inquiry Form Submission]
After missed call or received message
When [Request Type] = Private/Specialty

What it says (Sample dialogue)

“Hi [Customer First Name], thanks for your interest in [Clinic Name]. I’d love to ask a few quick questions so we can get you to the right specialist — is now a good time?”

What it does next:

If qualified → tag as [Positive Outcome Tag], notify [Care Coordinator]
If not eligible → tag as [Negative Outcome Tag], offer next steps if configured
If unclear → trigger [Follow-Up Action] or manual review

Setup prompt template

Setup Prompt Template

Objective:

Pre-qualify patients seeking [Private Care Type or Specialty] by asking screening questions and escalating suitable candidates.

Scope:

Ask only the approved medical intake and eligibility questions.
Do not provide medical advice or promise treatment.

Tone and Style:

Calm, respectful, and supportive
Professional but conversational — like a trained intake coordinator

Key Phrases to Use:

“I’d like to ask you a few questions to make sure we can support your request.”
“We want to help you access care as quickly as possible.”
“I’ll pass this along to the right team if everything fits.”

Phrases to Avoid:

Don’t say “you’re accepted” or confirm a diagnosis
Avoid medical advice or pricing unless pre-approved

Required Actions:

Greet with [Customer First Name]
Ask the following screening questions: (Add your questions, for example:)
– What type of care are you looking for (e.g., dental, mental health)?
– Do you currently have medical insurance or private cover?
– Have you already seen a GP or primary care provider about this?
– What symptoms or concerns would you like to address?
If qualified → tag as [Positive Outcome Tag], notify [Care Coordinator]
If not eligible → tag as [Negative Outcome Tag]
If unclear → offer [Follow-Up Action] or escalate for manual review