Appointment Management – Emily recognizes existing clients by phone number and can schedule, reschedule, and cancel appointments according to your specific protocols. For new clients, she creates new client/patient accounts during scheduling.
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Smart Transfers to Staff – For emergencies and situations that you’d rather have your staff handle (e.g. scheduling surgeries, euthanasias) Emily transfers the call to the front desk. Clients can also request to speak with your staff at any time, and Emily transfers right away.
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Structured Tasks for Staff – For prescription refill requests, medical record requests, and questions for the doctor, Emily collects the necessary details and creates tasks in Shepherd for your team to easily follow up on.

Practice FAQs & Patient-Specific Questions – Emily can answer common questions about the practice, services, and protocols using scripts you’d like her to reference. She can also answer patient-specific questions like vaccination due dates.