02How it works
Two journeys: the caller's and the clinic's.
First, what a patient hears on the phone. Then how Clerio gets up and running in your clinic. The technical work is ours, and you approve the result.
The caller's journey
What a patient hears on the phone.
Clerio keeps it short, asks only what's needed and says clearly at the end what happens next.
00:00 · Clerio
Greeting
“Hello, you've reached the Sample Clinic. I'm the clinic's virtual assistant.”
00:08 · Caller
Request
“I'd like to book a dental appointment.”
00:20 · Clerio
Clarifying
“A routine check-up, or is something bothering you? Which times suit you?”
01:30 · Clerio
Agreement
“I'll pass this to reception. They'll be in touch to confirm the time.”
If the caller mentions pain, a complaint or wants to speak to a person, the call goes to staff. If nobody is free, a summary is left for a call-back.
Example. The clinic and lines are illustrative.
The clinic's journey
From the first conversation to the first real call.
01
First conversation
We talk about the calls you get and when the front desk is busiest. We tell you straight away whether and how Clerio can help.
- Us
- A demo and honest answers to your questions.
- You
- Half an hour of a manager's or owner's time.
02
Your workflow
We learn what reception repeats most, what Clerio shouldn't handle and who calls should go to.
- Us
- Map call types and hand-over rules.
- You
- Clinic information and what Clerio may say.
03
Setup
Clerio gets your clinic's name, greeting, service information and clear rules. Where needed, we connect your booking system.
- Us
- Conversation logic, call forwarding and connections.
- You
- A contact at your phone provider.
04
Testing
We call, ask tricky questions and refine until it's right. Your people try it for themselves.
- Us
- Test calls and fixes based on your feedback.
- You
- A couple of people to make test calls.
05
Launch
Clerio starts taking real calls only once you've approved it. We watch the first weeks especially closely.
- Us
- Launch and review of the first conversations.
- You
- Final approval.
06
Improvement
We review conversations together, improve answers and adjust rules when something changes in your clinic.
- Us
- Regular reviews and updates.
- You
- Feedback and a heads-up when things change.
What we need from you
The exact timeline depends on which systems need connecting. We'll give it to you before we start.
- 01The clinic information Clerio may share: services, opening hours, location.
- 02Rules for when and to whom a call is passed on.
- 03A couple of people for test calls and final approval.
- 04A contact at your phone provider, to set up call forwarding.
Let's talk
Clerio takes the calls. You keep the patients.
In an introductory conversation we listen to how calls flow through your clinic today and show how Clerio would fit. We'll tell you honestly whether it helps.