You cannot interrupt a treatment session to organize the next appointment. Your receptionist distinguishes first visits from follow-ups, handles scheduling requests and passes personal questions back to you, respecting your appointment lengths and the reminders already managed by your practice software.
$69 CAD / month · 50 Standard calls · 1 local number
Keep appointment requests moving while you treat
The appointment takes the right length in the practitioner’s schedule, and he comes out of session to a written request rather than a missed call. The caller, meanwhile, got an answer while she was still looking — instead of dialling the next number.
Read the full conversation
Wednesday, 2:15 p.m. The practitioner is in session, door closed. A woman calls about back pain that started after a move.
ReceptionistClinique Beauport, good afternoon. Let me take your name and a callback number first.
CallerVéronique Plamondon, 418 555-0164. My lower back has been sore since I moved house.
ReceptionistI am writing that down exactly as you said it — I cannot assess pain, your practitioner will. Is this a first visit here, and is it related to a work or road accident?
CallerFirst time, and no, nothing to do with an accident.
ReceptionistGood. I am booking an initial assessment, which is the longer slot: Friday at 9. You will get a receipt; reimbursement depends on your insurance contract. I am sending the confirmation and a short form to fill in.
Example. A written exchange showing the flow, not a recorded call.
For the requests you receive
First consultation
Someone discovering you and comparing availability. She collects contact details, the discipline and practitioner asked for, the reason in a few words written as spoken, then books the initial assessment — your longer slot — and states your cancellation policy.
Follow-up in a current plan
Someone already under care who wants their next session. She confirms identity, finds the administrative file, and places the session at the cadence you set, with you rather than with somebody else.
Last-minute cancellation
The freed slot goes to your waiting list by your own criteria, without doubling the reminders your software already sends. A cancellation stops being a lost hour and becomes an hour to refill.
Other requests you can delegate
Receipt or reimbursement question
“Is it covered?” comes up with every new person. She explains that a receipt is issued and that the insurer decides, under the contract and the practitioner’s association — and she promises nothing beyond that, because nothing guarantees that reimbursement.
Osteopathy: infant, child, perinatal period
In osteopathy, three requests do not fit the mould of the other sessions: the infant, the child and the perinatal period. She captures the age or the stage of pregnancy, confirms that a parent or guardian will be present, and books the length you set for that session type. She assesses no contraindication and does not say whether the session is suitable — the osteopath is the one who judges. An infant described as feverish or lethargic triggers your instruction: the sentence you approved, the redirection to 911 or Info-Santé 811, and an alert — not an ordinary booking.
Massage therapy: therapist preference and an inappropriate request
A preference for a particular therapist, or for a man or a woman, is a common request in massage therapy: she records it and books accordingly, inside the availability you opened. A sexual or inappropriate request gets a polite refusal, no booking, and a report to the clinic.
What she does while you are in session
What she takes on between a first consultation and a safety signal, one discipline and another, then the line she does not cross. Every line is a call your practice gets.
In the baseAdded to the base
A first call that captures the discipline before anything else
She captures the discipline requested — physiotherapy, osteopathy, massage therapy or acupuncture — and the practitioner asked for, before any other question.
Each discipline has its own schedule and its own session length; mixing them up wastes time on the call.
She tells an initial assessment apart from a follow-up session before offering a slot.
The initial assessment takes the long slot; a follow-up placed in the wrong slot type disrupts the rest of the day.
For a returning course of treatment, she confirms identity and finds the administrative file before placing the session.
The cadence followed is the one the practitioner set, with them rather than with another professional at the practice.
What triggers an alert instead of a booking
A sudden deficit, chest pain or major trauma send her straight to 911 or the provincial health line, with no ordinary session booked.
The safety instruction covers all four disciplines and comes before the schedule.
For an infant described as feverish or lethargic in an osteopathy call, she reads the safety instruction and alerts, without judging whether the session is suitable.
Age or stage of pregnancy is captured, not assessed: the osteopath decides whether treatment is appropriate.
An inappropriate request during a massage-therapy call gets a polite refusal, no booking, and an immediate flag to the clinic.
She ends the call without further discussion and leaves any follow-up decision to the practitioner.
The schedule kept at the session’s exact length
She books the session at the exact length of the chosen type — assessment, follow-up, prenatal or pediatric session.
The in-clinic or remote format follows what you configured, with no mix-up between the two.
She states your cancellation policy before finishing the booking of a first consultation.
The initial assessment’s long slot is the costliest one to lose to a late no-show.
She sends the confirmation and the short administrative form ahead of the session.
Whatever your software already sends, she does not duplicate it; she covers what it does not do.
Between sessions, what you can add
Add-on
A slot freed by a cancellation goes out to your waiting list by your own criteria.
The file updates once the person contacted from the waiting list answers.
No double confirmation for one slot: the status shown is the one that actually holds. Availability and recalls
Add-on
Your payment provider’s link travels with the booking when you ask for it, and the follow-up stops once payment lands.
A deposit follows its own rule, separate from any session reminder. Deposits and payments
With Jane, Cliniko or GOrendezvous
Software
With Jane, direct calendar posting stays ruled out by the vendor’s published article; she takes the request and passes it on.
No authenticated connection has been proven, and the request stays written in your workspace. Jane
Software
With Cliniko, booking and cancelling still have to be proven on a real account before they are presented as active.
A documented interface key is not proof of a successful write. Cliniko
Software
With GOrendezvous, the connection runs on private invitation and still has to be qualified before any automatic booking.
The triggers on offer are not enough, on their own, to place an appointment. GOrendezvous
What does not leave her mouth
She gives no clinical opinion and makes no diagnosis, regardless of the discipline.
She interprets no pain, no symptom and no imaging report: the professional is the one who assesses.
She recommends no exercise, no stretch, no medication and no posture.
She assesses no contraindication — pregnancy, recent surgery, medication: she records, the practitioner decides.
She promises no reimbursement: the receipt shows the practitioner’s association, and the insurer decides under the contract.
She books and continues no inappropriate call: a polite refusal and a flag to the clinic.
She does not imply that the practitioner has reviewed the case or the file ahead of the session.
What you can ask her yourself
She answers from the requests and records of your practice you are allowed to access. A question about an option only applies once you have switched it on.
The questionWhich first consultations were booked this week, and for which discipline?
She retrieves initial assessments booked in authorised records. She does not determine which discipline suits a person.
Which safety signals triggered an alert this week?
She reads requests where the safety instruction was applied. She ranks nothing by severity.
Which slots freed up found a taker on the waiting list?
Add-onWith Availability and recalls: slots offered, accepted, updated. Without the option, she keeps no waiting list.
Which deposits sent this week are still waiting on payment?
Add-onWith Deposits and payments: the link sent and its real status. Without the option, she tracks no payment.
What happens to the request
You write down how you work
Your session types and their length, your treatment blocks, your breaks and time off, your cancellation policy, who to alert if you practise alone, and the safety instruction you want read out word for word when certain signs are described.
She captures the request without going clinical
Name and callback number first. Then the discipline and practitioner chosen, initial assessment or follow-up session, the length validated in your catalogue, the format — in clinic or remote — and any receipt or administrative document asked for. The reason is written as the person phrases it, uninterpreted.
You come out of session to a clear request
The appointment is in your schedule, confirmation and the short form have gone out, and the written summary of the call waits in the app. Whatever belongs to you — pain that persists, a frequency to revisit — arrives flagged as such, and you call back when you are free.
What the Health and care base covers
A receptionist who answers for you in both languages, keeps administration apart from clinical matters, holds your schedule by your rules and passes the rest to you. No setup fee, and you keep your number.
Calls answered in French and in English, following the caller
New request, existing file and administrative reason told apart
Booking, rescheduling or cancelling inside the availability you allow
Practitioner, length and room required by the session all respected
Approved practical information sent out, and care questions handed to you
A written summary after every call, readable in the app, and the option to ask her what happened
She gives no clinical opinion and makes no diagnosis.
Decisions that stay with you
She does not interpret a symptom, a pain or an imaging report — you are the one who assesses.
She recommends no exercise, no stretch, no posture and no medication.
She assesses no contraindication — pregnancy, recent surgery, medication: she records, you decide.
She promises no reimbursement: the receipt shows your association, and the insurer decides under the contract.
She performs no clinical triage: signs you list in your instruction trigger the approved sentence and an alert, nothing more.
She does not imply that you have reviewed the case or the file.
She records only what you authorise, and confirms nothing from a patient's file to a third party: health information stays sensitive information. She is built for Quebec's Law 25, with a database in Canada; live voice processing runs through a US-based subprocessor, as the Security and data handling page explains.
Ask your receptionist, too
This is included in your base plan. She answers using the calls, requests and business information you are allowed to access.
Your payment provider’s link travels with the booking when you ask for it, the deposit is tracked to its real status, and the follow-up stops once money lands.
When your customers prefer to write
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.
Access runs only through an approved partner programme; the vendor’s published article currently rules out artificial-intelligence scheduling partnerships and direct calendar posting.
A per-user interface key is documented, carrying that user’s rights. Booking, cancelling and permission isolation still have to be proven on a real account.
Connection runs on private invitation, with a business key. The documented triggers on their own do not allow booking: qualifying exactly that is the open work.
Forty-five minutes during which nobody can reach you
It is the most structural feature of your trade, and there is no way around it: during a session your hands are on a person, in a closed room. A contractor can at least glance at a screen between two tasks. You cannot. Across a day of treatments, the hours when the phone can be picked up are the ones left between sessions.
And the number ringing is often your mobile, the one shown on your listing: at this volume a separate business line and an answering service cost more than they bring in. So the person looking for an appointment gets voicemail and calls the next clinic, and you return messages in the evening, after your day.
Your receptionist takes that call while you treat. She tells an administrative request apart from a follow-up question that belongs to you, offers a slot matching the session type and length you defined, and leaves you a written request. She takes no clinical position: the therapeutic relationship stays yours, reception and schedule go through her.
In the same section
The other lines of work in this section run on the same engine, with their own requests and their own rules.
My software already sends reminders. Will they double up?
No: you choose who sends what. If your native reminders are enough, she leaves them alone and works on what your software does not do — answering, qualifying and refilling a freed slot.
Will my clients still reach me?
Yes, whenever it belongs to you. Anything touching your follow-up — pain that persists, a frequency to revisit — reaches you flagged as such, and you call back between sessions. Administrative matters, she finishes.
Can she say whether my case calls for physiotherapy?
No. She takes no position on any indication: she records what the person describes, in their words, and books the consultation where you will assess. That limit is written into the preset, not caution added afterwards.
Osteopathy is not governed by a professional order. Does that change how calls are handled?
On one precise point, yes, and the osteopathy preset writes it down: the receipt carries the association you belong to, and the insurer decides what it recognises. She says it in those terms, records the caller’s insurer, and advances no reimbursement. Your association’s name and number are configured once, with the rest of your profile.
What about worrying signs?
You write the instruction, she reads it. The signs you list there — a sudden deficit, chest pain, major trauma — trigger the sentence you approved, the redirect to 911 or the provincial health line, and an immediate alert. She assesses nothing and books no ordinary session in that case.
Do I keep my mobile number?
Yes. You forward the line to Zenvox when you want — only during treatment blocks, if that suits you. You can also take a local number for the practice and keep yours for family.
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.