Clara for Jane Clinics - Onboarding

Clara Scenario Details

Help them book appointment types they've booked before

Reschedule, but only if outsite late cancel window

Cancel automatically and notify admin via email

Provide information on cancellation requests

Deployment considerations

We are one of several comparable local options

Patients seek us out for specific expertise or specialization

Patients are referred or scheduled through a medical or hospital system

Pick up main line if not answered by admin

Publish a new phone number e.g. 'Call 24/7 to book'

Transfer my current phone number to Clara

Simple (Default): Thank you for calling Company. This is Clara, the phone assistant. How can I help you today? Just say book, reschedule, cancel, or I have a question.

Patient Experience Focus: e.g. "Hi, this is Clara, your automated receptionist for Company.  I can book and manage appointments, answer questions, and take messages.  How can I help you today?"

Clarity Focus: e.g. "This is the automated phone line for Company. Here, you can book and manage appointments, answer questions, and take messages. What would you like help with today? You can say things like book, reschedule, cancel, or I have a question."

Custom: Enter your desired greeting structure below.  Custom greetings are available on all Clara plans at no additional charge.

Clara for Jane Clinics - Onboarding

What EMR, EHR, or PMS do you use?

What disciplines do you offer?

How many practitioners do you have?

How many calls do you get a month, roughly?