Training

Train Reception in One Page

A single cheat sheet for confirm, check-in, queue, inbox handoff, and when to call the owner.

14 February 2026 · 5 min read

Print this section for the front desk. Reception does not need billing, AI settings, or doctor schedule editing — only today’s flow.

Today’s board actions

  1. Booked → Confirm (or Cancel if patient declined).
  2. Confirmed → Check in when patient arrives.
  3. Checked in → Start when doctor is ready.
  4. With doctor → Complete when visit ends.

Good morning, Priya

Today's board

  • 09:00Rahul KumarConfirmed
  • 09:30Amit VermaWaiting
  • 10:00Neha SinghConfirmed
  • 10:30Priya SharmaCancelled

WhatsApp inbox

  • Take over → type reply → Release when done.
  • Never give medical advice; offer to book or escalate to doctor.
  • Emergencies → tell patient to call emergency services; notify owner.

When to call the owner

  • Billing / plan locked features (402 errors).
  • WhatsApp disconnected.
  • Patient complaint that needs refund or policy decision.

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