Pre-Visit Triage

'Anything New or Worse Since We Booked You?' — Asked the Day Before, Not at the Desk

A confirmation call is a conversation you are already having. This is what else it can ask a headache patient, what happens when the answer is concerning, and how the clinical question stays out of the way of the confirmation.

How it pays back

Ask The Clinical Question While You Have Them

You can configure brief check-in questions about new or worsening symptoms and medication changes. The patient is already on the phone confirming; the extra question costs nothing and can change what happens next.

A Worsening Answer Reaches A Clinician Before The Visit

If a patient reports acute worsening during the reminder call, the clinician is notified before the appointment, enabling triage or a same-day urgent slot offer.

The Confirmation Still Completes

Check-in questions are brief and do not delay the confirmation itself. The call's primary job — confirm, reschedule, or cancel — finishes either way, and a freed slot is immediately available for waitlist patients.

Staff Are Not Making These Calls

The AI handles all confirmations and reschedules; staff only handle exceptions and urgent flags. A clinical answer is exactly the kind of exception that should reach a person.

Appointment confirmed or rescheduled by patient

No staff call required; patient controls via voice response

Changes update your EMR in real time

Cancellations and rescheduled times sync immediately

Worsening symptoms escalated pre-visit

Clinician alerted before appointment if urgent symptoms reported

Frequently asked questions

What clinical questions can the reminder call ask?

You can configure brief check-in questions like 'Are you experiencing any new or worsening symptoms?' or 'Any change in your current medications?' If the answer is urgent, the call escalates to a clinician.

What happens when a patient answers that they are worse?

The clinician is notified before the appointment, which enables triage or the offer of a same-day urgent slot rather than discovering the change when the patient is already in the room.

When should the check-in call happen?

That's up to your practice. Common timing is 24 hours before the appointment or the morning of. You can set different rules for different appointment types (urgent vs. routine follow-up).

Should new patients get the same check-in as follow-ups?

You can apply it to all migraine appointments, or configure different rules for new patient intakes vs. routine follow-ups. Ask your setup team to customize.

What if the patient doesn't answer the check-in call?

The system can retry once; if the patient doesn't answer either time, a text message reminder is sent (if the patient has opted in to SMS). The appointment remains on the calendar unless the patient calls to cancel.

Related reading

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