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Clinics · ILLUSTRATIVE CASE STUDY

Elm House Practice

A clear next step, before the first visit.

A small practice example focused on opening hours, directions and a clear reception callback, with clinical questions kept with qualified staff.

Follow the conversation
Illustrative practice scene: a receptionist writing a callback note at an oak desk.
Illustrative business and imagery · a worked example
BusinessClinics
FocusPractical information & reception callbacks
What you’ll seeThe setup, the call, the follow-up
01 / THE BUSY MOMENT

A familiar interruption.
A different way to handle it.

The reception team is helping someone at the desk when another person calls. The caller wants to know when the practice opens and whether someone can discuss an appointment. They need a clear next step, without being asked to explain their medical history to an automated assistant.

In this fictional example, Elm House Practice starts with a deliberately narrow workflow: approved practical information, appointment enquiries and reception callbacks. Clinical advice and decisions about care remain with qualified staff.

02 / BEFORE THE PHONE RINGS

The details that make the difference.

A useful receptionist starts with information the business controls. Here is how this example is configured.

Approved information
The practice supplies its address, opening hours, access information and instructions for contacting reception.
Callback details
Ask for a name, callback number and a short administrative reason for the call. Do not ask for a detailed clinical history for a routine callback.
Staff handover
Questions about symptoms, medication or treatment are routed to a person. The practice defines its appropriate reception destination.
Access and retention
The owner chooses who can use the workspace, whether calls are recorded and how long stored call content is retained.
01

Answer the practical question

Tell can share information that the practice has approved, such as opening hours or directions. If a detail is missing, it should say so and offer a message or transfer.

02

Take a focused message

For a reception callback, the assistant collects contact details and the administrative request. The message should be useful without turning the call into an unnecessary collection of sensitive information.

03

Make the next step explicit

A saved callback request means the team has a message to review. It is not a confirmed appointment or a promise that a clinician will call at a particular time.

03 / FOLLOW THE CONVERSATION

A good call has somewhere to go.

Switch between the scenarios to see how the assistant handles the request and what happens next.

The conversationIllustrative text · no live call

Keep a simple enquiry simple.

  1. Tell

    Hi, you’re speaking to an AI assistant for Elm House Practice. How can I help?

  2. Caller

    Could reception call me about arranging an appointment?

  3. Tell

    I can take a message for reception. May I have your name and the best number to call?

  4. Caller

    It’s Alex. I’ll give you my number. I’d like to discuss a routine appointment.

  5. Tell

    Your message is saved for reception. They’ll need to review it and arrange the next step with you.

04 / AFTER THE CALL

Your team picks up a clear next step.

TELL WORKSPACETo follow up

A clear message for reception.

Caller
Alex
Request
Discuss a routine appointment
Contact
Callback number supplied
Appointment
Not yet booked

Illustrative administrative request. Clinical history is not needed to demonstrate this workflow.

Calls, bookings and messages are kept in the workspace, with access based on the person’s role. Retained call content can help the team review what was said; recording and call-content retention are controlled by the owner.

Explore a sample workspace The public workspace demo uses The Olive Room sample data.
05 / ROOM FOR HUMAN JUDGEMENT

The right person, at the right moment.

Reception support, not clinical decisions

Tell does not replace a clinician, triage service or emergency service. Clinical questions need the practice’s approved human route.

Appointment enquiries need precise wording

A callback request is not a reservation. Enable direct bookings only for services the practice has configured and can safely manage within the available scheduling model.

Agree the information-handling workflow

The practice needs to review access, retention, notices and the services involved before real caller information is handled. Product controls do not by themselves establish that a particular use is appropriate.

06 / MAKE THE PILOT USEFUL

Check the details.
Then decide what works.

These are evaluation steps for this example, not claims about achieved results. Start with test calls and review the records before forwarding customer calls.

  1. Test ordinary reception questions

    Check opening hours, directions and access information against the practice’s approved answers. Try a question for which no answer has been supplied.

  2. Listen for overpromising

    Ask for a callback and confirm that the assistant does not present it as a booked appointment or guarantee a response time.

  3. Rehearse the handover

    Use a fictional, non-sensitive clinical question in a test call and check that it moves to the nominated staff destination.

A LITTLE MORE CLARITY

Good questions to ask.

Does Tell provide medical advice?

No. This example covers administrative reception work. Clinical questions go to the practice team.

Is a callback request an appointment?

No. It is a message for reception to review. A booking is confirmed only when the configured booking flow has successfully saved a reservation.

Can the practice turn recording off?

Yes. Recording and call-content retention are owner-controlled settings. Turning off audio recording does not automatically remove other records such as booking details and messages.

Does it connect to a patient-record system?

No patient-record-system connection is assumed in this pilot. Any proposed integration and information-handling requirements need to be reviewed separately.

LET’S START WITH YOUR CALLS

Could this fit your working day?

Bring us the questions you answer every day. We’ll talk through the setup, the handovers and a pilot that fits your business.

Let’s meet your business Explore the sample workspace No payment details to request an introduction.