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IVR Appointment Scheduling Agent (New Patients)

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Created by
Retell AI
Categories
Call Transfer
Calendar
Last Update
June 1, 2026
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An outbound appointment-scheduling agent that calls provider offices on behalf of members who are new patients. Navigates IVR systems, reaches scheduling staff, and confirms the office is currently accepting new patients before attempting to book.

Once on with a human, the agent represents the member — provides patient name, date of birth, address, member ID, reason for visit, and urgency level — and works with the office to book an appointment matching the patient's availability. Captures any pre-visit instructions, gracefully exits if the wrong office was reached, and calls back later when information was incomplete rather than booking under uncertainty.

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