ChatGPT
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Reception workflows need a visible boundary between administrative enquiries and questions for the practitioner. Organise messages, supplied appointment information and missing paperwork, then draft administrative correspondence for staff review. Keep clinical questions out of routine scheduling and document formatting.
Start with the Enquiry Intake Assistant. The supplied workflow takes the following inputs and prepares the listed draft outputs for your review.
Illustrative prompt only: this is a suggested way to brief the assistant, not a customer case study or a tested result.
Organise these non-clinical reception notes into the administrative request, documents received, missing details and next staff action. Draft a request for the missing paperwork without discussing symptoms or clinical results.
Manually written fictional example. This is not an executed pack result or a customer case study.
Fictional notes: A caller asks how to return an administrative registration form. The practice accepts the form at reception. The caller also asks about appointment options, but supplies no preferred day. No clinical question is included.
DRAFT RECEPTION RECORD
Requests: return registration form and discuss appointments. Supplied process: forms may be returned at reception. Missing: preferred appointment day.
Draft reply: You can return the registration form at reception. Which day would you prefer for an appointment? The reception team can then check the options. No appointment has been reserved by this draft.
Each assistant has a defined task. Open a name to see the information it uses and the outputs described in the pack.
Turns a raw patient enquiry — phone note, email, web form or SMS — into a structured, triaged record with the missing questions listed. Use when a new enquiry arrives or a pile of enquiries needs sorting.
Inputs: Raw enquiry text (pasted call note, email, web form, SMS); your business profile for service area and services.
Outputs: Structured enquiry record; Triage rating with reasons; List of missing details to ask; Draft reply requesting those details.
Prepares a sensible appointment schedule, drafts booking confirmations and reminders, and flags clashes. Proposes only — it cannot see or change a real calendar.
Inputs: List of appointments with locations, durations, priorities; Working hours and constraints; Existing commitments.
Outputs: Proposed run sheet; Clash and travel warnings; Confirmation and reminder message drafts.
Writes follow-up messages for quotes that have gone quiet, completed appointments, review requests and reactivation of past patients.
Inputs: Who is being followed up and why; What was previously quoted or done; How long since last contact.
Outputs: Follow-up message drafts per channel; Suggested timing; Optional short follow-up sequence.
Drafts replies to patient questions, complaints and refund requests, matched to the severity of the issue. Escalates issues that need specialist attention.
Inputs: The incoming message; Relevant appointment or order history if supplied; Business policy on refunds and remedies.
Outputs: Reply draft with tone matched to severity; Severity classification; Escalation flag where needed; Internal note.
Produces clean, consistent business documents — letters, service agreements in plain language, checklists, handover notes, SOPs and forms — from the business's own content.
Inputs: The content or rough draft; Document type and audience; Business details from your business profile.
Outputs: Formatted document in markdown; Consistent structure and headings; List of placeholders still to fill.
Turns meeting notes, call notes and transcripts into a summary with decisions, actions, owners and dates, plus a follow-up email draft.
Inputs: Notes or transcript; Who attended; Context.
Outputs: Structured summary; Decisions list; Action table with owners and dates; Follow-up email draft; Ambiguities.
Turns rough site notes, photos descriptions, voice-note transcripts and timesheets into a clean appointment record, patient-facing summary and handover note.
Inputs: Raw notes, transcripts, timesheet entries, parts used; your business profile.
Outputs: Structured appointment record; Plain-English patient summary; Follow-up actions; Invoice-ready line list.
Drafts a staged series of overdue-invoice reminders that stay polite and professional while escalating, and summarises what is outstanding.
Inputs: Outstanding invoice list with amounts, dates, days overdue; Payment terms; Contact history.
Outputs: Staged reminder drafts; Aged summary; Suggested escalation path; Payment plan wording.
Writes Google Business Profile content, service-and-suburb pages, review replies and local directory copy so the medical or dental practice front office is found by nearby patients.
Inputs: Service area suburbs; Services offered; Existing site and GBP content; Reviews needing replies.
Outputs: GBP profile copy and posts; Service-and-suburb page drafts; Review reply drafts; NAP consistency checklist.
Produces a weekly or monthly operating summary from the numbers the business supplies — appointments done, quotes won and lost, revenue, outstanding work — with observations and questions.
Inputs: Period figures supplied by the business; Prior period for comparison; Notable events.
Outputs: Operating summary; Trend observations with stated confidence; Questions the numbers raise; Suggested actions.
The pack does not clinically triage, interpret results or answer questions about diagnosis and treatment.
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