🏥 Dr. Laurent — AI Receptionist Setup

This form helps us train your AI receptionist to represent your clinic perfectly.
Please fill in as much as you can — every answer makes the AI smarter and more accurate.

📌 A note on some of these questions: Many of these we've already discussed together, and some we found through research on your website. We're still asking everything here so that all the answers are in one place, properly formatted, and ready to be fed directly into the AI. This is how we make sure the receptionist speaks accurately about your clinic — even if we already know the answer, we want it confirmed in your words.

✅ Section 1 — Confirm Your Clinic Info

We pulled this from your website. Please correct anything that's wrong.

Field What We Have Correction (if any)
Clinic Name Dr. Jean-Baptiste Laurent — Médecine Privée & Esthétique
Address 4072 Boul. Le Corbusier, Laval, QC H7L 5R2
Phone (514) 500-3422
Email info@drlaurentmedecineetesthetique.com
Hours Mon–Fri: 9:00am – 5:00pm | Weekends: Closed
Languages French & English
Which of the following services does your clinic currently offer? Check all that apply — uncheck anything that's not currently active.
📅 Section 2 — Booking & Appointments
1How do patients currently book appointments?Check all that apply.
2When a new patient calls, what information do you need to collect?e.g. full name, date of birth, phone, reason for visit, health card number, etc.
3When an existing patient calls, what information do you need from them?
4How far in advance do you typically book appointments?
5Do you offer same-day or urgent appointments?
6What is your cancellation and no-show policy?
7Do any services require an initial consultation before a treatment can be booked?e.g. laser, body contouring, weight management, etc.
8Are consultations free, or is there a fee?
💳 Section 3 — Pricing & Payment
9Do you share pricing over the phone / by text?
10If you share pricing, what is the general range per service?Give us whatever you're comfortable sharing — the AI will only say what you approve.
11Do you offer payment plans or financing for aesthetic treatments?
12Do you accept any insurance or is everything private pay?
🆕 Section 4 — New Patient Intake
13Are you currently accepting new family medicine patients?
14Is there a waitlist? If so, how does it work?
15Do any services require a referral from another doctor?
16What identification or health information do you collect from new patients at intake?e.g. Quebec health card number, date of birth, health history form, etc.
🌐 Section 5 — Language Preferences
17Approximately what percentage of your patients are French-speaking vs. English-speaking?
18How should the AI handle language?
🌙 Section 6 — After Hours & Urgent Situations
19When someone contacts the clinic after hours, what should the AI tell them?
20If a patient describes an emergency or urgent medical situation, what should the AI do?
21Are there situations where a patient should be able to reach you (or a staff member) directly, outside of regular hours?If yes, provide the number or contact method the AI should share.
❓ Section 7 — Common Questions & Limits
22What are the 5 most common questions patients ask when they call or message?The AI will have perfect answers ready for all of these.
23Are there questions the AI should NOT answer and escalate to staff instead?e.g. specific medical advice, complaints, billing disputes, etc.
24Are there specific things the AI should NEVER say?e.g. never quote exact prices, never make medical diagnoses, never promise specific results, etc.
🔔 Section 8 — Notifications & Follow-Up
25When the AI captures a new lead or patient inquiry, who should be notified and how?
26What is the target time for a staff member to follow up after the AI captures a lead?
27Is there a specific staff member who manages incoming leads and new patient inquiries?
📋 Section 10 — Patient Intake Forms

We're building smart digital intake forms — one per service — so patients can fill everything out before they even walk through your door. We need to know what information to collect for each service. If you have existing paper forms, great — if not, we'll build from scratch based on your answers below.

31Do you currently have any paper or digital intake forms patients fill out?
32Family Medicine / General ConsultationWhat information does a patient need to provide before this type of appointment? (e.g. reason for visit, medical history, medications, allergies, health card, etc.)
33Minor Emergency / Urgent CareAny specific triage questions, symptom screening, or info needed upfront?
34HormonotherapyWhat medical history, lab results, or screening info is needed before a first appointment?
35Weight ManagementCurrent weight, BMI, diet history, previous attempts, medications, health conditions, etc.?
36Mental Health (including ADHD)What screening questionnaires or intake info do you require? (e.g. PHQ-9, GAD-7, ADHD self-report, previous diagnoses, current medications)
37Sexual HealthWhat information or screening is needed before this type of visit?
38Any other services you'd like intake forms for?List the service and what info you'd need from patients beforehand.
39Would you prefer to go through the intake form details on a quick call instead?
🔗 Section 9 — Systems & Access
28Can you share your MYLE / MEDFAR login credentials so we can review your clinic setup?This is needed to configure the integration between your patient system and our AI. All credentials are handled securely and never shared.
29Who manages your MYLE system day-to-day?In case we have technical questions during setup.
30Anything else you'd like the AI to know about your clinic, your patients, or how you like to operate?
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