ClerkChat
WhatsApp for dental clinics

A WhatsApp agent for the questions reception answers forty times a week

Most of what reaches a dental practice before a booking is the same four questions, and the practice that answers them first gets the patient. Reception is usually on another call.

What they actually ask

  • Do you take Bupa?
  • How much is a check-up if I'm a new patient?
  • Is there anything sooner than three weeks?
  • Do I need a referral for Invisalign?
  • I've chipped a tooth — can I be seen today?

What makes this different from any other business

Insurance and plan questions come before anything else

Whether you take a patient's insurer decides whether they book at all, and it is the question practices most often make people phone for. Written once — which insurers, what a plan covers, what the new-patient fee is with and without — it is answered instantly, the same way every time, by an agent that cannot misremember which plans lapsed last year.

Private and NHS answers are different answers

A practice running both lists has two prices, two waiting times and two sets of eligibility rules for almost every treatment. Patients rarely say which they are asking about. The agent establishes that first, because answering the wrong one wastes the patient's time and creates a complaint at the desk later.

Dental pain is the escalation rule that matters

Most enquiries can wait until morning. Swelling, trauma and severe pain cannot, and a practice that treats them as routine messages has a clinical problem rather than an admin one. Urgency rules go in first here, and they escalate to a person rather than being answered.

Setting it up

  1. 1
    Write down your insurers and your fee listWhich plans you accept, the new-patient examination fee, and the private and NHS versions of your common treatments. This one document answers most of the volume.
  2. 2
    Define what counts as dental urgencyTrauma, swelling, uncontrolled bleeding, severe pain. These escalate immediately rather than being handled, and this is the first rule to write.
  3. 3
    Connect the practice WhatsApp numberPatients message the number already on your website and your door. The agent answers in that thread.

What it does not do

  • It gives no clinical advice and should not be configured to — symptom questions escalate
  • It does not write into your practice management software unless you connect one through a custom action
  • It cannot see your live diary, so it answers from your stated waiting times rather than from real slots

Questions

Will it try to diagnose patients?
No, and it should be set up so it refuses. Symptom and pain questions escalate to a person. The agent handles fees, insurance, availability policy and practicalities, which is what most pre-booking messages actually are.
What about patient confidentiality?
Treat the WhatsApp thread as you already treat a phone call to reception: fine for fees and appointments, not the place for clinical detail. Configure the agent to ask people to discuss symptoms with the practice directly rather than in a message.
Can it book the appointment?
It collects the request with the treatment, preferred days and insurer attached, which is most of the work. Writing into your practice management system needs a custom action against that system's API.

Where the rules come from

Other businesses like yours

Answer the insurance question before the other practice does

Train it on your fee list in minutes. Free plan, no card needed.