Automate outbound scheduling calls by deploying an AI agent that navigates provider office IVR systems and books patient appointments.
The IVR Appointment Scheduling template creates an outbound AI agent that calls provider offices and navigates their IVR phone systems to schedule patient appointments. It uses DTMF tones to traverse menus and speaks with office staff to book the appointment.
Designed for healthcare organizations and scheduling services that make hundreds of outbound booking calls daily, this template eliminates the manual labor of navigating phone trees.
The template comes pre-configured with DTMF navigation, extensive patient and provider dynamic variables, and appointment booking conversation flows.
Uses DTMF tones to navigate provider office phone menus automatically.
Speaks with office staff to schedule appointments with full patient context.
Carries all patient details, name, DOB, insurance, address, and availability, as dynamic variables.
Pre-loaded with provider name, address, and NPI for seamless identification.
5 minutes
A Telnyx account with a phone number.
Sign in to your Telnyx account. Navigate to AI Assistants, click Create New Assistant, and select IVR Appointment Scheduling from the Healthcare category.
Populate the dynamic variables with patient name, DOB, phone, address, insurance, and availability.
Enter the provider name, office address, phone number, and NPI.
Update the DTMF sequences if the target office uses a specific menu structure.
Run a test call to a provider office to verify IVR navigation and appointment booking.
Hello, I am calling from your organization to schedule an appointment for a patient. I have all the details ready.
Document the menu structures of your most-called offices to optimize DTMF navigation.
Document the menu structures of your most-called offices to optimize DTMF navigation.
Use dynamic variables to process a list of scheduling requests in sequence.
Use dynamic variables to process a list of scheduling requests in sequence.
Add instructions for leaving a callback message when the office does not answer.
Add instructions for leaving a callback message when the office does not answer.
