An initial examination, an existing follow-up and an accident-related request need different appointment handling. Your receptionist distinguishes these paths, gathers the relevant administrative references and respects the established appointment series, without interpreting the caller’s pain or promising insurance coverage.
$69 CAD / month · 50 Standard calls · 1 local number
The chiropractor steps out at 11: the exam sits in the schedule for the next morning, the record carries the area, the date of the fall, the claim number and a note that no admissibility was confirmed. The patient has her confirmation, and the disc question waits for the exam.
Tuesday, 10:20 a.m. The chiropractor is in session. A woman calls after a fall on a work site the day before.
ReceptionistGood morning, chiropractic clinic. Let me start with your name and a number where I can reach you.
CallerCarole Beaudoin, 450 555-0142. I fell at work yesterday and my lower back has seized up. Do you think it is a disc?
ReceptionistI cannot assess that, and I would rather say so plainly: the chiropractor will, at the exam. I am recording lower back, since yesterday, after a fall. Do you have numbness in a leg, sudden weakness, or any loss of control?
CallerNo, nothing like that. It is just seized up and it hurts a lot when I stand. It happened at work, I opened a file yesterday.
ReceptionistGood. I will take your claim number and the date of the event. I cannot confirm the file will be accepted — the board decides that — but I am putting it on the record and flagging your call as a priority. I am booking the initial exam, one hour, tomorrow at 8:30.
A first exam, with no third-party file. She takes the name, the callback number, the area of pain, how long it has been there, the insurer if there is one, and books the long initial-exam slot. She states your cancellation policy exactly as you wrote it.
A series is under way and the next visit has to move. She verifies identity, finds the place in the series, reschedules on the cadence you prescribed, and records the gap so you can see it.
A work or road accident. She captures the claim number, the date of the event and the prescription when the board requires one, then books the exam under your rule. She does not confirm the file is admissible: the board decides, and she says so to the caller.
Sudden numbness or weakness, trouble speaking or seeing, a violent sudden headache, chest pain, severe pain after a fall. She runs no clinical triage: she directs the person to 911 or the emergency room, books no ordinary appointment, and alerts you.
« I can barely move. » She flags the call as a priority, offers the first open slot and alerts you. She gives no advice in the meantime — no ice, no heat, no stretch, no medication.
« Is this covered? » She explains that a receipt is issued for a claim and that reimbursement depends on the caller's own contract, not on the clinic. She quotes no amount you have not posted yourself.
What she takes on between a first exam and a CNESST file, a serious sign and acute pain with none, then the line she does not cross. Every line is a call your clinic gets.
She first establishes whether the person is already on the clinic’s charts or whether this is a first exam.
An existing patient has a prescribed series and cadence; a new patient hears the cancellation policy before booking.
She records the area of pain and how long it has been there, in the caller’s exact words, without translating them into clinical vocabulary.
The word used stays the caller’s own; no rewording implies an assessment.
She asks who is paying — private, insurance, CNESST or SAAQ — before booking the exam.
The payer type decides which documents to capture next; she asks early rather than at the end of the call.
Sudden numbness, weakness or trouble speaking or seeing send her straight to 911 before any other question.
She runs no clinical triage: she applies the instruction, books no ordinary appointment, and alerts the clinic.
A violent sudden headache or chest pain gets the same immediate redirection, with no assessment of severity.
The rule does not change by the hour: day, evening or weekend, a serious sign comes first.
Acute pain with no serious sign becomes a priority call with the first open slot, with no advice offered while waiting.
No ice, no heat, no stretch and no medication are suggested ahead of the appointment.
For a work or road accident, she captures the claim number, the date of the event and the prescription when the board requires one.
She does not confirm the file will be accepted: the board decides, and she says so plainly to the caller.
She books the exam under the rule you wrote for a third-party file, without waiting on confirmed admissibility.
The booking moves forward while admissibility stays a separate decision, still to come from the board.
A last-minute cancellation offers the freed slot to the patients you listed under your own criteria, and updates the file once they answer.
A day that was already full finds a taker instead of a hole in the schedule. Availability and recalls
When a treatment series stops partway, she follows up with the people listed for that continuation.
The cadence the chiropractor prescribed stays the through-line, not a sales calendar. Availability and recalls
She tracks the prescription, the missing documents and the authorised quantities of a CNESST or SAAQ file through to preparing the payer submission.
No clinical decision is made in that administrative preparation: she gathers, your team submits. Files and third-party payers
With Jane, no clinic credentials are shared and no automated reading of the site is attempted while the partnership remains unconfirmed by the vendor.
The vendor’s published article currently rules out booking by an agent, and that limit is respected as it stands. Jane
With Cliniko, the schedule is exposed through the vendor’s interface, but rights specific to each practitioner still have to be verified on a real clinic account.
The documentation has been read; nothing has been executed yet on an actual chiropractic file. Cliniko
With GOrendezvous, the triggers on offer signal that something moved in the schedule, without being enough for her to place an appointment herself.
Access requires a private invitation and a business key that the clinic has to supply first. GOrendezvous
She answers from the requests and records of your clinic you are allowed to access. A question about an option only applies once you have switched it on.
The questionWhich CNESST or SAAQ files are still waiting on a prescription or a claim number?
She retrieves incomplete files and the missing item. She does not confirm admissibility herself.
Which acute pain calls reported today got their first open slot?
She reads requests flagged priority. She ranks nothing by severity.
Which treatment series stopped partway this week?
Add-onWith Availability and recalls: the follow-ups offered and their answer. Without the option, she follows up on no series.
Which documents are still missing on an open CNESST or SAAQ file?
Add-onWith Files and third-party payers: the document list tracked through to the payer submission. Without the option, she tracks no documents.
Your appointment types and their lengths, the payers you accept, what you require before a third-party file can be booked, your cancellation policy, your real openings, and the point at which you want an alert rather than a summary. You can change all of it at any time from the app.
Serious signs come first and leave the schedule entirely. Otherwise: name, callback number, new patient or existing chart, area of pain and how long, payer and claim number, preferred hours. She records the caller's own words instead of translating them into clinical vocabulary.
The appointment sits in your schedule at the right length, the confirmation and reminder go to the patient, and the written summary waits in the app. Acute pain or a complete third-party file reaches you as an alert, not at the end of the day.
A receptionist who answers for you in both languages while you are treating, books the appointment into your schedule and leaves you a written summary. No setup fee, and you keep your number.
She confirms neither admissibility of a CNESST or SAAQ file nor an insurance reimbursement: the board and the contract decide.
This is included in your base plan. She answers using the calls, requests and business information you are allowed to access.
Talk to your receptionistA question you can ask
Which new patients mentioned a workplace or road accident?
She retrieves the visit type, report and collected reference. She determines neither diagnosis nor claim eligibility.
Beyond the base plan. Each one is added on purpose, separately from the base. None is switched on unless you choose it.
You can add a channel so she can continue the conversation with your customers. Any action she takes follows the same rules and the options you have chosen.
Optional customer channel
Clarify the initial examination, practitioner and authorized callback; symptoms are passed to the professional.
The transactional messages provided by your base plan and your own questions to the receptionist remain included.
Check the actions supported, connection requirements and how to work when your software cannot perform the requested action.
Access runs through an approved partner program; the vendor's official article currently excludes scheduling by an agent, and no authenticated trial has been run. No shared clinic credentials, and no automated reading of the site.
The schedule is exposed through the vendor's interface, but per-practitioner permissions and real booking from an agent still have to be verified on a clinic account. The documentation has been read; nothing has been executed yet.
Access requires a private invitation and a business key. The triggers on offer signal that something moved; they are not enough to place an appointment, so direct booking is not qualified.
Chiropractic is most often practised solo or in a pair: one practitioner, sometimes two, one room, one schedule. It is a regulated profession — membership in Quebec's chiropractic order is required in order to practise, and professional secrecy governs everything that goes into a chart. That structure has one direct consequence for the phone: there is nobody else to pick it up.
And the day is built out of blocks in which answering is impossible. An initial exam runs an hour, a follow-up adjustment about twenty minutes, a re-evaluation half an hour; through those blocks your hands are on a patient and the door is shut. That is exactly when the person who woke up with a locked neck calls, and the one who opened a work-injury file yesterday, and the patient midway through a series who wants to move the next visit.
Your receptionist takes those calls. She answers in French or in English, following the caller, she stays formal, she records which area hurts and since when — without assessing it, without naming a condition, without suggesting ice or a stretch — and she asks who is paying. Then she books the appointment at the length the reason calls for, and leaves you a written record for the moment you step out of the room.
The other lines of work in this section run on the same engine, with their own requests and their own rules.
Health & careShe verifies identity, finds the place in the series and reschedules on the cadence you prescribed. With the Openings and reminders option, she also offers to restart a series that stopped, and passes a slot freed by a cancellation to the people you listed for it.
She captures the claim number, the date of the event and the prescription when the board requires one, before booking the exam under the rule you wrote. She takes no position on admissibility or on what will be billed to the board: those are the board's decisions, and she says so to the person rather than letting them hope.
She asks administrative questions — general reason, availability, payer — and nothing more detailed, because health information is sensitive information under Law 25. The recording disclosure is made at the start of the call, and the detail on where data lives appears at the foot of each page.
No, and that limit is deliberate in the preset. She records the area and how long it has hurt, in your words, and leaves the assessment to the chiropractor. She does exactly one thing more: if you describe a serious sign — sudden numbness, weakness, trouble speaking or seeing, a violent sudden headache, chest pain — she directs you to 911 or the emergency room instead of booking you an appointment.
Only if you post a rate. Otherwise she explains that the amount depends on coverage — private, insurance, CNESST, SAAQ — and that the clinic confirms it. On reimbursement she says what is true: a receipt is issued, and what comes back to the person depends on their insurance contract.
Yes. You forward your line to Zenvox during treatment blocks, or on a schedule you write. You can also add a local number if you want new patients kept separate from follow-ups.
Start your free trial with your email. Your website can help prepare your business information, but it is optional. Confirm the facts, choose a first task and test your receptionist. You can try options too, starting with the ones you need.
Keep my phone numberChiropractic
