📘 Guide

Phone answering for allied health practices

Phone answering for an allied health practice has to schedule courses of sessions, handle cancellations and the waiting list, and protect health data. Sayelo, an AI voice agent, answers during your sessions, books appointments in each practitioner's calendar and hosts data with an HDS-certified host on all plans, from €39/month excl. VAT.

In a therapy or allied health practice, the practitioner's hands are busy all day, and the phone rings during sessions. The calls are much alike: a course of sessions to schedule, a session to move, a new patient, a waiting list that keeps growing. Here is how to organise phone answering without a full-time receptionist, and what you need to know about health data.

By Alexandre HaddadPublished on Updated on 6 min read

What makes an allied health practice's phone different

A physiotherapist, a speech therapist, a podiatrist or an osteopath usually works alone or with a few colleagues, without a full-time receptionist, and with their hands on the patient. The phone rings during sessions, the voicemail fills up, and each message needs a callback between two patients.

The calls themselves fall into a few families, almost always the same ones. Sorting them once means knowing who should deal with them.

Type of callWhat you need to getWho handles it
New patient with a prescriptionReason as described, number of sessions, availabilityReception: first appointment or waiting list
Course of sessionsRegular slotsReception
Session to rearrange or cancelThe appointment concerned, another slotReception
Practical questionPrescription, health insurance card, home visits, duration, feesReception, with your written answers
Question about treatment or painA clear messageThe practitioner
Referring doctor, hospitalA transfer or a priority messageThe practitioner
Warning signsImmediate referral to the emergency servicesNo one at the practice: the emergency services

Most of these calls don't need the practitioner. They need a reception that knows the practice's rules.

Courses of sessions

This is what's special about allied health: a call rarely produces a single appointment; it often produces a series. Each profession has its own logic.

  • Physiotherapist: a prescription, a course of sessions to schedule over several weeks, at the same times if possible, at the practice or at home.
  • Speech therapist: an assessment first, then regular sessions over a long period, on the same day and at the same time, fitting around the school timetable for children.
  • Podiatrist: routine foot care and an assessment for insoles don't take the same time; the reason determines the slot.
  • Osteopath: more widely spaced sessions, and sometimes slots reserved for specific groups, such as babies, pregnant women or athletes.

Write down the rules that follow from this, practitioner by practitioner:

  • the length of the first appointment (assessment, first session) and of the following ones;
  • the slots open to courses of sessions and those you keep for new patients, otherwise courses fill the calendar weeks in advance;
  • slots reserved for a specific group or for home-visit rounds;
  • what happens at the end of a course: a new prescription, a check-up appointment, or nothing.

The calendar then needs to reflect these rules: one calendar per practitioner, with breaks and time off clearly marked as busy. Our Google Calendar guide details these settings.

Cancellations and the waiting list

Making cancelling easy

A session cancelled the day before can be filled; a session missed without notice is lost. Patients who can't make it must be able to let you know at any time, without reaching voicemail, and be offered another slot in the same call. A confirmation by SMS, then a reminder the day before each session, do the rest: our guide to confirmation SMS gives ready-to-use examples, with no medical reason in the text.

Keeping a useful waiting list

When demand exceeds the places available, the waiting list becomes a working tool, provided it is kept properly. For each request, note:

  • the name, the number and, for a child, the parent's name;
  • the reason as the patient describes it, and the prescriber;
  • availability: possible days and times;
  • the date of the call, to respect the order in which requests came in.

On the phone, give the waiting time you have set, never an improvised one, and say who will call back when a place becomes free. When the list is closed, say so tactfully and give the referral you have planned. Our speech therapists page shows a complete registration call.

Health data: hosting and discretion

From the moment an appointment is booked, the practice collects information relating to health: the reason for the consultation, the number of sessions prescribed, sometimes the name of a doctor. In France, hosting health data on behalf of a healthcare professional is reserved for HDS-certified hosts. The details of the rule and its limits are explained in our guide to the HDS-hosted voice agent. This guide is not legal advice: to find out exactly how the rules apply to your profession, refer to official sources or to your professional body.

Beyond hosting, three rules of discretion apply to reception, whether human or AI:

  • no medical advice, on an exercise, a pain or a treatment: the question goes to the practitioner;
  • no confirmation to a third party that someone is being treated at the practice, or of the reason for their sessions;
  • no reason in SMS messages, which appear on a screen that others can see.

Who answers what: three set-ups

  • The solo practitioner. The agent takes all calls during sessions and out of hours; the practitioner reads the summaries between patients and calls back the cases that need it.
  • The group practice without a receptionist. A single number, one calendar per practitioner, and each call directed to the right practitioner according to the reason or the name requested.
  • The practice with a part-time receptionist. They keep reception during their hours; conditional forwarding sends the calls they can't take to the agent, during their break and after they leave.

Our guide “medical secretary or AI” compares these options in detail, and our comparison with call answering services weighs up the human alternative.

What Sayelo does for an allied health practice

Sayelo answers during your sessions and announces that it is an AI from the very first sentence. It reads each practitioner's calendar in real time, in Google Calendar, Microsoft 365 or Cal.com, with its slots and durations, and schedules courses of sessions. An anti-double-booking lock protects every slot. Confirmation and cancellation SMS and the reminder the day before are switched on by default. It rearranges and cancels sessions if you allow it, takes a qualified message for a waiting list request or a medical question, and transfers according to your rules. It never gives medical advice and refers warning signs to the emergency services.

Call data is hosted in France by an HDS-certified host, on all plans. The transcript and the email summary are included everywhere; audio recording, included from the Essentiel plan upwards, is never switched on by default.

The physiotherapists, podiatrists and osteopaths pages show a typical call for each profession, and the medical practices page brings together what Sayelo does for healthcare. Plans are on the pricing page, with a 14-day free trial.

Further reading

More guides.

📘

AI receptionist: the complete guide

A voice agent that answers for you, books the appointment in your calendar and sends you the summary: what an AI receptionist really covers, what it can do, what it costs and how to set one up without getting it wrong.

📄

Medical secretary or AI: which should you choose?

The question isn't replacing a secretary with a machine. It's knowing who answers the practice phone at 8 am when three patients call at once, at 1 pm when reception is at lunch, and on Saturdays. Here is what each option does and doesn't do, and how practices combine them. Guide in French.

📄

HDS-hosted AI voice agent for medical practices

As soon as a patient calls to book an appointment, the practice's phone brings in health data. Handing these calls over to an AI voice agent is possible, provided you know where that data goes, who holds it, and what the agent is allowed to say. Here is what HDS hosting covers, what it doesn't, and the list of questions to ask before signing. Guide in French.

📄

Confirmation SMS and missed appointments

A missed appointment is rarely ill will: it is forgetfulness, a misunderstanding, or something that came up and the customer didn't manage to tell you about. Three well-written SMS, sent at the right time, deal with those three causes. Here is what they should say, ready-to-adapt examples, and when to send them.

All guides →

Frequently asked questions

In plain terms.

Can a voice agent schedule a whole course of sessions in a single call?

Yes. It offers the first appointment, then the following sessions in the slots the practitioner opens in their calendar, on the same days and at the same times when possible. It blocks these slots to avoid double bookings, confirms by SMS and sends a reminder the day before each session. The patient hangs up with their whole course booked.

Can the agent answer a referring doctor or a hospital?

It applies your instructions by contact. You can ask for calls from a referring doctor, a hospital department or a nurse to be transferred to you as a priority, or to result in a priority message if you are in a session. For an unknown number, it takes a qualified message.

What happens when a patient describes worrying pain?

The agent gives no medical advice. When faced with warning signs, such as chest pain, difficulty breathing or feeling faint, it immediately refers the caller to the emergency services, without booking an appointment. For acute pain without warning signs, it applies your instruction: a priority message to the practitioner or the first available slot.

Will my patients who speak another language be understood?

Yes. Nearly 100 languages are included in all plans: with the “Multilingual agent” option, the agent switches to the patient's language from their first few words and switches back to its usual language if they do. You receive a summary of every call, whatever language is spoken, and the transcript can be translated in one click.

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