Reservation Medcin

For Reservation Medcin, streamline appointment scheduling with an AI-powered assistant that checks availability, confirms bookings, and updates Google Calendar and Sheets. This automated workflow enhances patient experience by ensuring accurate scheduling within office hours, reducing manual errors, and providing timely communication.

7/8/2025
12 nodes
Medium
manualmediumlangchainsticky notegooglecalendartoolgooglesheetstooladvanced
Categories:
Manual TriggeredData Processing & AnalysisBusiness Process AutomationMedium Workflow
Integrations:
LangChainSticky NoteGoogleCalendarToolGoogleSheetsTool

Target Audience

Target Audience


- Medical Professionals: Doctors and medical staff looking to streamline appointment scheduling.
- Administrative Staff: Receptionists or administrative assistants managing patient appointments.
- Healthcare Organizations: Clinics and hospitals aiming to improve patient engagement and scheduling efficiency.
- Tech-Savvy Users: Individuals familiar with automation tools seeking to enhance their operational workflows.

Problem Solved

Problem Solved


This workflow addresses the challenges of managing patient appointments in a busy medical practice. It automates the scheduling process, ensuring:
- Accurate Availability Checks: Confirms available time slots based on office hours and breaks.
- Patient Information Management: Collects and records essential patient details seamlessly.
- Minimized Errors: Reduces the likelihood of double bookings and scheduling conflicts.
- Efficient Communication: Facilitates clear and professional interactions with patients regarding their appointments.

Workflow Steps

Workflow Steps


1. Trigger: The workflow is manually initiated when a chat message is received.
2. AI Agent: The AI agent interacts with the patient, collecting necessary information such as:
- Full Name
- Phone Number
- Desired Date and Time
3. Availability Check: The system checks Google Calendar for availability, considering:
- Office Hours: Monday to Friday, 9:00 AM - 8:00 PM; Saturday, 9:00 AM - 1:00 PM.
- Consultation Duration: 1 hour with a 15-minute break between appointments.
4. Confirmation: The AI agent confirms the appointment with the patient before finalizing.
5. Event Creation: Once confirmed, the appointment is added to Google Calendar, titled with the patient's name and phone number.
6. Data Recording: Patient information is recorded in Google Sheets for future reference.
7. Updates: Any modifications or cancellations are handled by freeing the slot and updating the records accordingly.

Customization Guide

Customization Guide


- Modify Office Hours: Adjust the office hours in the AI agent's system message to fit your practice's schedule.
- Change Consultation Duration: Update the consultation duration and break times to reflect your practice's needs.
- Customize Patient Information Fields: Add or remove fields in the patient information collection step as necessary.
- Integrate Additional Tools: Connect other tools or services that may be beneficial for your workflow, such as SMS notifications or additional scheduling platforms.
- Adjust Language and Tone: Tailor the AI agent's communication style to match your practice's branding and patient interaction preferences.