IV Therapy & BHRT Booking Requests for Cerbo

Procedure requests carry more than a time

A request for a vitamin drip or a hormone visit is not a routine follow-up. The practice needs to know which infusion from the menu, whether this is the caller's first, whether hormone labs were drawn ahead of the visit, and whether a clinician must clear the request before it goes on the schedule.

Gathering all of that by phone takes a scheduler several minutes and often a second call. Katie gathers it on the first call, using the questions your clinicians chose.

Regulars are different again. A patient on a recurring infusion series or a steady hormone schedule usually just wants the next visit at the usual time. Your rules can give them a short path: confirm identity, confirm the service, note the preferred time and any change in health since the last visit.

Questions your medical director sets

Ask your medical director to list what the practice needs before an infusion or hormone visit can be scheduled. Katie asks those questions as written and records the answers; she does not judge them.

• Which infusion or hormone service the caller wants, from your own menu
• Whether this is a first visit for that service or a repeat
• For hormone follow-ups, whether the labs your protocol requires have been drawn
• Health history questions your clinicians require for the service, asked word for word
• Preferred days and times, and whether anyone is coming with them

Clinical review before a slot

Answers to health questions go to clinical staff, never to a scheduler's guess. If a caller mentions a condition your protocol flags, Katie does not tell them whether they can have the infusion. She records it, the summary marks it for clinical review, and a clinician decides.

That keeps the AI out of a decision it should never make, and it keeps your front desk out of it as well.

Preparation, read the way you wrote it

If your clinicians approve a preparation script, such as when to arrive, what to wear or bringing a list of current supplements, Katie can read it near the end of the call. She reads it as written and passes any follow-up question about it to clinical staff.

Keep the script short. A caller can absorb a few instructions on the phone; longer guidance belongs in a document your staff send once the visit is confirmed.

Getting the visit onto the Cerbo schedule

The appointment itself is placed by your scheduler, not by Katie. They book the chair or room in Cerbo from a summary that already names the service, the answers and any clinical flags. MedReception Autopilot files that summary to the patient's chart in Cerbo from the scheduler's own signed-in browser, so whoever starts the drip can see what the patient said on the phone.