Bring your instructions
Visit types, booking restrictions, intake questions, preparation templates and staff destinations.
Platform/Clinic playbooks
CLINIC PLAYBOOKS
Your way of working.
In every conversation.
Define what to ask, which appointment to offer and when to bring in your team. MEDI follows those steps across calls, voicemail and patient messages.
ONE REFERRAL. A CLEAR NEXT STEP.
From your team’s instructions
to patient follow-through.
Your staff review the referral and assign the task. MEDI handles the outreach within the instructions your team provides.
MEDI · Clinic playbook- 01Staff reviews a referral fax
- 02Booking task assigned to MEDI
- 03Patient reached by voice or SMS
- 04Appointment and next steps recorded
FAMILIAR WORK. CLINIC-SPECIFIC DETAILS.
Find your
specialty playbook.
Family medicine ↗
Book same-day and chronic-care visits.
Clinic networks ↗
Match patients to the right site.
Pain, sports & physiotherapy ↗
Match consults, procedures and rehab visits.
Allied health ↗
Match services to eligible practitioners.
Cardiology ↗
Contact patients from assigned EMR tasks.
Pediatrics ↗
Capture child and caregiver details.
Neurology ↗
Capture referral status and visit reason.
Endoscopy ↗
Book colonoscopy and gastroscopy visits.
Dermatology ↗
Collect referral and new-patient details.
Diagnostic imaging ↗
Capture modality, body area and requisition.
START WITH A DEFINED WORKFLOW
Review. Configure.
Then expand.
Walk through real scenarios
Test a routine request, a correction, an exception and a handoff with your clinic team.
Review the first workflow
Track completed requests, staff follow-up and booking outcomes before adding another pathway.