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Healthcare & Wellness · Appointments

Doctor Appointment Request

Collect consultation preferences without asking a patient to describe sensitive medical details in chat.

For healthcare & wellness teams handling appointments conversations.

Example workflow
Discuss this workflow →

What this chatbot helps with

  • Collect consultation preferences without asking a patient to describe sensitive medical details in chat.
  • Clarify department or doctor preference before the team follows up.
  • Organise branch, preferred day, contact preference into a readable enquiry brief.
  • Explain what happens next and route exceptions to a person.
ILLUSTRATIVE CONVERSATION

A conversation with a next step

I would like to request a consultation at your clinic.
Which department or doctor would you like to request?
A general consultation at the central branch, preferably Tuesday afternoon.
That is a preferred time rather than a confirmed appointment. May reception contact you here after checking the schedule? You can skip anything you would rather discuss with a colleague.
Yes, please ask reception to confirm. I will discuss clinical questions with the clinician.
Of course. With your permission, I can pass your enquiry and preferred contact method to our team. They’ll confirm the next step.

Illustration only. Questions and replies must be adapted to the business’s approved process.

How the workflow works

  1. 01

    Customer enquiry

    Identify appointments intent and explain the scope.

  2. 02

    Relevant questions

    Which department or doctor would you like to request?

  3. 03

    Captured details

    Department or doctor preference · Branch · Preferred day · Contact preference

  4. 04

    Next action

    Share the request with the responsible team for review and confirmation.

Information captured

Suggested fields to review during configuration. They are not automatically required.

  • Department or doctor preference
  • Branch
  • Preferred day
  • Contact preference

Explain why a detail is needed, let the visitor correct it, and use the minimum information necessary. Ask permission before arranging a follow-up.

Knowledge to provide

  • Clinic hours, locations and approved service descriptions
  • Appointment request and cancellation process
  • Staff-approved non-clinical FAQs
  • Approved answers to “Which department or doctor would you like to request?” and “Which day and branch would suit you?”
  • A named team responsible for doctor appointment request enquiries

Give each source an owner and a review date. Remove outdated instructions before the workflow goes live.

Integrations and limits

Only staff or a connected booking system can confirm a slot. No diagnosis is provided.

Without that connection, the assistant can explain the approved process and collect a request for staff. It should state what is known, what is requested and what still needs confirmation.

When staff takes over

Clinical advice, urgent concerns or uncertainty about the appropriate department.

Also hand over when the visitor asks for a person, information is missing or the same question remains unresolved. Pass the enquiry summary with the handoff so the visitor does not have to start again.

Set up with your team

  1. Discuss the workflow. Share your appointments process and review the fields above with WhatsOS.
  2. Connect your business number. Use the existing Meta connection flow in WhatsOS and complete the account setup.
  3. Prepare approved knowledge. Supply service information and agree on the handoff owner. Confirm which actions your configuration actually supports.
  4. Test before enabling. Try normal enquiries, missing details, a request for a person and clinical advice, urgent concerns or uncertainty about the appropriate department.
  5. Review live enquiries. Use the team inbox to handle follow-ups and improve unclear answers.

Questions about doctor appointment request

What does the team need from the first conversation?

Start with department or doctor preference and branch. Collect the other suggested details only if they help the next action. Which day and branch would suit you?

Can it complete this request automatically?

Only staff or a connected booking system can confirm a slot. No diagnosis is provided. The catalogue is an example, not a claim that the integration is already enabled for your account.

Which situations need a colleague?

Clinical advice, urgent concerns or uncertainty about the appropriate department. Agree on the responsible team and response expectations before launch.

Can we change the questions?

Yes. Review these prompts against your healthcare & wellness process. Which department or doctor would you like to request? may need a shorter form or additional context for your customers. Test changes with staff before enabling them.

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