A child flagged by the school, a worker with a compensation claim, the family of a woman who fell: your receptionist tells them apart by the second question and records what each needs, without judging capacity or confirming eligibility.
$69 CAD / month · 50 Standard calls · 1 local number · no setup fee · no contract. Free trial: 7 days, 20 answered calls, no card.
You are at a client’s home for an assessment, and the clinic phone rings. Zenvox is an AI receptionist for private occupational therapy practices across Canada. She answers in English or French, tells apart the parent of a child, the worker with a workers’ compensation or auto insurance claim and the family of an older adult, captures the claim number and the mandate without confirming eligibility, and books the assessment at the right length. The Clinics & home care base is $69 CAD a month with 50 Standard calls and one local number, no setup fee and no contract. Free trial: 7 days, 20 answered calls, no card.
The occupational therapist gets back to her car at 2: the assessment sits in her calendar for Thursday, and the request carries the claim number, the date of the event, the prescription to bring and a note that no eligibility was confirmed. The full-time question waits for the assessment.
Tuesday, 1:10 p.m. The occupational therapist is at a client’s home for an assessment. A man calls about a work injury.
ReceptionistGood afternoon, occupational therapy clinic. Let me start with your name and a number where I can reach you.
CallerMartin Roy, 604 555-0157. I hurt my shoulder at work in September. I was told to book occupational therapy for my return to work.
ReceptionistNoted. Do you have your claim number and the date of the event? Did your doctor give you a prescription for occupational therapy?
CallerYes, I have the number, and the prescription is with my papers. Will I be able to go back to work full time?
ReceptionistI cannot answer that: the occupational therapist assesses your capacity, and the board decides on your file. I am recording the number, the date of the event and the prescription, and booking your assessment Thursday at 9, in clinic.
The worker or the agent gives the claim number, the date of the event, the mandate and the prescription, with the report deadline if there is one. She does not confirm eligibility: the board or insurer decides, and she says so. The complete file reaches you as an alert.
The daughter of a woman who fell asks for a home assessment. A fall with an injury, confusion or sudden weakness goes to 911. Otherwise she records who is calling, the address, access and need, and places the request in the slots you open for home visits. She suggests no grab bar and no equipment.
A parent calls because the teacher finds their child struggles to write. She records the age, the need in the parent’s words, who holds parental authority and any report already received, then books the paediatric assessment, or records the request with its date if you are full.
Someone asks whether you do the assessment for a provincial home adaptation program. She records whether they have registered, the municipality and whether the person owns or rents, and passes the request to you. She promises no grant.
She records who is asking — the person, their doctor or an agency — and any deadline. She takes no position on fitness to drive.
She records who is calling and what is asked. A report goes to an employer or a school only with the person’s written consent or the agency’s mandate. She does not read the report.
A child flagged by the school, an agency file, an older adult’s family: she tells them apart by the second question and records what each one needs, without judging anyone’s capacity.
She takes the name and a callback number, then asks who the request is for.
Child, worker or older adult: the rest of the call changes with the answer.
She records the need in the person’s own words, without turning it into an assessment.
“He struggles to write” or “she can no longer get into the bath” stay as said in the request.
For a child, she records the age and who holds parental authority.
The clinic knows who consents before booking the paediatric assessment.
She captures the claim number, the date of the event, the mandate and the prescription.
These are recorded, not validated over the phone; the board or insurer decides on eligibility.
She records the report deadline and alerts you when it is close.
A report the agency is waiting for is not discovered at the end of the day.
She books the agency assessment once the file is captured, under your rule.
Your rule says what is needed before booking; she applies it with no improvised exception.
She directs the caller to 911 as soon as a fall with an injury, confusion or sudden weakness is described.
She gives no advice on lifting or moving the person.
She records who is calling, the address, access and need for a home assessment.
The older adult and the relative calling are kept distinct in the request.
She places the home visit request in the slots you open for home visits.
A home assessment needs a long slot and travel: she does not squeeze it between two clinic appointments.
She records registration for a home adaptation program, the municipality and whether the person owns or rents.
No grant is promised: she passes it on, and you decide.
She records who is asking for the driving assessment, and any deadline.
Fitness to drive stays an assessment by the occupational therapist.
She takes an employer’s or a school’s report request without sending anything.
The report waits for the person’s written consent or the agency’s mandate.
Each of these options is added separately, when it is useful to you.
She tracks missing documents and deadlines in a compensation or auto insurance file.
The administrative follow-up with the payer is prepared without any clinical decision being made. Files and third-party payers
She organises home visits and confirms who takes them.
Address, access and travel are gathered before the visit is confirmed. Care pathways and home visits
She offers a freed spot to the people on your waitlist.
The list follows your criteria, and the request is updated after the person answers. Availability and recalls
She answers from your clinic’s calls and requests. A question about an option applies only if you switched it on.
The questionWhich compensation or auto insurance files are waiting for a prescription or a mandate?
She retrieves the claim numbers, dates and documents recorded as missing. She takes no position on eligibility.
Which families asked for a home assessment this month?
She reads back the address, the need described and who called. She says nothing about the person’s autonomy.
Which report deadlines fall next week?
Add-onWith Files and third-party payers: the deadlines on file. Without the option, she reads back only those recorded during calls.
Your assessments and their lengths — child, adult, agency, home —, the agencies you work with, what you require before booking an agency file, your territory for home visits, and when you want an alert. You can change all of it from the app.
A serious sign goes to 911 first. Otherwise: name and callback, who it is for and who is calling, the age, the need in the person’s words, the agency involved with the claim number and mandate, in clinic, at home or remote, and the hours that work.
The assessment sits at the right length, or the request is recorded with its date. A complete agency file or a close report deadline reaches you as an alert, not at the end of the day.
A receptionist who answers for you in both languages during your assessments and visits, books in your calendar and leaves you a written summary. No setup fee, and you keep your number.
She confirms neither the eligibility of a claim, nor a grant, nor an insurance reimbursement.
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 compensation or auto insurance files are missing a prescription or a mandate?
She retrieves the claim numbers, dates and documents recorded as missing. She takes no position on 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
Receive mandates and prescriptions sent by email and attach them to the request; eligibility stays with the agency.
The transactional messages provided by your base plan and your own questions to the receptionist remain included.
An occupational therapist in private practice sees children, workers and older adults, often away from the office: in an assessment, at a client’s home, at a school. In Quebec, the professional order says public services are generally free, private services are paid, and you do not need a health problem to consult. In Ontario, the College of Occupational Therapists of Ontario regulates the profession; in British Columbia, the College of Health and Care Professionals of BC. The people who call you chose private care, and they call for very different reasons.
A parent whose child struggles to write or to dress alone. A worker, or the agent handling their file, with a claim number from a workers’ compensation board, an auto insurer or a disability insurer. The daughter of a woman who fell, wondering whether her mother can stay at home, or asking about a home adaptation program. And a request for a driving assessment.
Your receptionist tells them apart by the second question and records what each one needs: the age and who consents, the claim number and the mandate, the address and the access. She takes no position on development, work capacity or fitness to drive, and recommends no equipment. A fall with an injury goes to 911.
The other lines of work in this section run on the same engine, with their own requests and their own rules.
AI receptionist for clinics and home care in CanadaClinics: answering the phone without touching a chartShe asks for the claim number, the date of the event, the mandate and the prescription before booking, under the rule you wrote. In Quebec, the workers’ compensation board asks the clinic to keep the treating professional’s prescription on file: she records whether the person has it, without validating it, and confirms no eligibility.
No. She takes no position on work capacity, development or fitness to drive. She captures the claim number, the date of the event, the mandate and the prescription, and leaves the assessment to the occupational therapist and the decision on the file to the agency.
She records whether they have registered, the municipality, whether the person owns or rents, and the need described. In Quebec, the government’s program lets an eligible person choose a private-sector occupational therapist; she promises neither eligibility nor a grant, and passes the request to you.
What you wrote. If you do home visits, she records the address, access and need, and places the request in the slots you opened for home visits. With the Care pathways and home visits option, she also organises the visits and their confirmation.
She records a referral or prescription when there is one, without saying whether it is required: that depends on the insurer or the agency. For an agency file, the prescription is part of what she asks for before booking.
No. She records the request and who is making it; a report goes out only with the person’s written consent or the agency’s mandate, and the clinic follows up.
Your software stays the system of record. With Jane, access runs through its partner program and Jane rules out booking by an agent: your team enters the assessment. With Cliniko, she reads availability and books with the key you create. With no software, she works in the Zenvox calendar.
Yes. You forward your line to Zenvox while you are on a visit or in an assessment, or on a schedule you write.
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.
Occupational therapy practices
