Answer the referral question
Ask for the insurance plan, then explain the new-patient and referral rules you wrote for that plan type.
Dermatology
Dermatology callers come in two lines: patients who need a skin check or a rash looked at, and clients asking about injectables, peels, and laser. Your assistant tells them apart, answers from your medical and cosmetic menus, books the right visit type, and sends changing spots, reactions, and clinical questions to your clinicians.
An AI receptionist for dermatology practices answers patient calls and messages while your providers are seeing patients, using your medical services, cosmetic menu, referral rules, and insurance list. InsertChat’s assistant books skin checks, follow-ups, and cosmetic consultations, quotes only the cosmetic prices you publish, and sends changing spots, reactions, and clinical questions to your clinicians.
EXAMPLE WORKFLOW · Website chat
A prospective patient opens the chat on your website during a Tuesday lunch break.
“My partner noticed a mole on my back that looks bigger than last summer. Are you taking new patients, and do I need a referral?”
Ask for the insurance plan, then explain the new-patient and referral rules you wrote for that plan type.
Offer new-patient skin check openings and book the time the patient chooses, at the length you set for that visit.
The summary notes the spot, where it is, and that it has grown, and the conversation is flagged so your clinical staff can decide whether to see the patient sooner.
Rashes spreading with fever, bleeding from a biopsy site, and swelling after a procedure go to your clinicians at once, and anyone with swelling of the face or throat or trouble breathing hears your instruction to call 911.
Illustrative scenario. Answers depend on your sources; actions depend on your connected tools and permissions.
Answers come from the knowledge you add. Anything on the urgent list follows the handoff rules you set.
Yes. Add your medical services and your cosmetic menu as separate knowledge, and the assistant asks which one the caller needs before it answers. Medical callers hear your insurance and referral rules and get a skin check or follow-up. Cosmetic callers hear the treatment details and prices you publish and get a consultation. Every conversation lands in one shared inbox, where your team can assign it to medical or cosmetic staff.
No. The assistant never assesses a spot, a rash, or a photo. It records what the patient describes, flags spots that are bleeding, growing, or changing, and books the visit type you set for them. Photos texted to your InsertChat number skip the automatic reply and go to a person on your team. Biopsy results and treatment questions always go to a clinician.
Yes, on the Enterprise plan. Skin conditions, biopsy questions, photos, and insurance details can be protected health information, so choose Enterprise and sign a Business Associate Agreement (BAA) before the assistant collects them. On other plans, keep protected health information out of the assistant and limit it to questions such as hours, directions, and cosmetic menu prices.
Dermatology practices that handle protected health information with the assistant need Enterprise, from $998 a month, which can sign a BAA and covers up to 100 AI assistants, so medical and cosmetic lines can each have their own. On other plans, starting with Pro at $98 a month, keep protected health information out of the assistant. Calls use credits rounded up to whole minutes, and texts can carry their own charges.
Explore InsertChat’s shared workspace with Northstar Home Services, our fictional demo business.
InsertChat answers your business calls from your own services, hours, and prices. It books appointments on your calendar and brings in your team, full transcript attached, when a person should follow up.
Explore AI receptionistYour front desk offers open times, books the one the customer picks, and moves or cancels it later, on calls, website chat, and texts. Every booking stays linked to the customer and the conversation.
Explore SchedulingBring website chat, calls, email, SMS, and WhatsApp into one workspace. Your AI answers first, and your team sees exactly what needs a person.
Explore Shared inboxThey can, and a person on your team sees it. Picture messages sent to your InsertChat number skip the assistant’s automatic reply and land in the shared inbox for your staff. The assistant doesn’t look at or comment on images. Replying STOP opts a patient out of texts.
Yes. Each new contact keeps its lead source, such as the landing page or campaign that brought them in, and a question about pricing or booking a laser package sends your team a high-intent alert. The assistant books the consultation and saves the treatment interest on the contact for your cosmetic coordinator.
No. InsertChat doesn’t connect to EHR or practice management software. It books into InsertChat’s built-in calendar, Google Calendar, Outlook, Calendly, or Cal.com, or it collects requests for your schedulers to enter. Charts, results, and prescriptions stay in your EHR.
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