Set up your E-Health Medical Receptionist snapshot.

Tell patients who they reached.

Where transfers go.

• 1
  Replace [Front Desk Phone Number]

  On the Transfer to Front Desk step, with office hours and time zone.

• 2
  Choose the from-number

  The caller ID used when transferring.

Make visits bookable.

• 1
  Assign providers

  Both bookables ship with a placeholder provider schedule.

• 2
  Set hours and length

  Same-Day Visit for urgent needs, Office Visit for routine care.

• 3
  Publish

  Both ship as drafts.

Staff summaries.

• 1
  Select an email sender

  On the staff summary email.

• 2
  Confirm the support address

  Summaries go to your account's support email. Make sure only authorized staff read it.

Approve how patient information is handled.

• 1
  Recording and retention

  Decide whether calls are recorded and how long transcripts and summaries are kept.

• 2
  Access

  Limit who can see patient contacts and summaries. Review your obligations before activating.

Let Haia answer common questions.

• 1
  Add approved information

  Hours, services, insurance accepted and new-patient policies. Never add medical advice.

Prove it with a synthetic patient, then go live.

Text version of this diagram

Install the snapshot, set the practice name, portal link, directions and staff callback number, enter the front-desk phone and office hours on the transfer step, set up and publish Same-Day Visit and Office Visit, connect an email sender and confirm the staff support address, review the privacy policy for call summaries and recordings, assign the agent to the practice line, run the acceptance calls with a synthetic patient, then activate.