Book and change visits
Check current availability, revalidate the selected slot, and preserve appointment history.
PATIENT WORKFLOWS
Designed around the work patients actually call about.
Vocari turns common patient requests into controlled workflows with approved information, bounded actions, and a clear path back to staff.
Plan a pilot
WORKFLOW BEFORE WORDING
More than a prompt and more than an answering service.
A production workflow combines required practice policies, patient-facing language, permitted actions, safety boundaries, human escalation, test cases, and a deterministic outcome definition.
That structure lets a practice start with one carefully scoped use case and improve it without silently changing how every other call is handled.
Answer approved questions
Use maintained practice information for hours, locations, services, and preparation guidance.
Keep the next step clear
Provide approved information and use configured urgent-language and escalation boundaries.
Route with context
Send sensitive, ambiguous, or out-of-policy requests to the right person with a fallback path.
WORKFLOW COMPOSITION
Every pack includes the pieces needed to operate safely.
The conversation script is editable, but managed safeguards and operational rules remain part of the release.
- 01
Practice inputs
Collect the locations, hours, appointment types, rules, and escalation destinations the workflow requires.
- 02
Conversation flow
Shape a clear, natural experience around the approved operating context.
- 03
Capabilities
Enable only the actions required for the workflow and validate their arguments.
- 04
Test cases
Exercise ordinary, urgent, ambiguous, duplicate, stale, and upstream-failure scenarios.
- 05
Outcome rules
Define what resolved, escalated, failed, and needs-review mean before launch.
CONTROL AT THE EDGES
The workflow knows when not to proceed.
Identity boundary
Ambiguous identity blocks protected disclosure and appointment mutation.
Availability boundary
A selected slot is temporary and must be checked again before booking.
Human boundary
Urgent, sensitive, and out-of-policy requests follow a named escalation and fallback path.
TALK TO VOCARI
Keep the patient’s next step clear.
Tell us where patient calls, scheduling, or insurance work slow your practice down. We’ll walk through the workflow that matters to your team.
Plan a pilot