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Clinic Guides

Step-by-Step Guides for Clinic Owners

Practical, actionable guides for setting up AI phone systems, reducing missed calls and improving the patient booking experience in your practice.

Beginner8 min read

Getting Started: Setting Up Your AI Phone System

Everything you need to know to get Clinic Assist live in your practice. From initial configuration to going live on day one.

  1. 1Connect your existing phone number or get a new one
  2. 2Build your AI agent call script and FAQs
  3. 3Connect your practice management system
  4. 4Set escalation rules for complex calls
  5. 5Train your team and go live
Get Started
Beginner6 min read

How to Reduce Missed Calls by 90%

A practical guide to eliminating the missed call problem in your clinic. We cover overflow handling, after-hours scripts, and peak-time management.

  1. 1Audit your current missed call rate
  2. 2Identify your busiest call windows
  3. 3Configure AI overflow for peak hours
  4. 4Set up after-hours capture
  5. 5Measure results after 30 days
Try the Calculator
Intermediate10 min read

Writing an Effective AI Reception Script

Your AI agent's script is the foundation of the patient experience. This guide walks you through writing natural, helpful, and compliant call scripts for your clinic.

  1. 1Map your most common call types
  2. 2Write a warm, brand-aligned greeting
  3. 3Create clear booking and FAQ flows
  4. 4Define escalation triggers
  5. 5Test with real call scenarios
Get Started
Intermediate12 min read

Integrating Clinic Assist with Your Practice Management System

Connect your AI reception to your existing PMS for seamless, real-time appointment booking. Covers Cliniko, Jane, TM3, PracticeHub and more.

  1. 1Locate your PMS API credentials
  2. 2Connect your PMS in Clinic Assist settings
  3. 3Map appointment types and practitioners
  4. 4Configure booking confirmation messages
  5. 5Test a live booking end-to-end
View Integration Guide

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All Resources →Help Centre →Integration Help →Insights →

Need Personalised Setup Help?

Our team will walk you through it.

Book an onboarding session and let us configure your AI reception system alongside you, start to finish.

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