Source: https://vocarihealth.co/platform/recorded-call

CONVERSATION DEMO

# Hear the workflow, then inspect what happened.

Vocari connects AI calling with the practice schedule and staff follow-up. Listen to an appointment request, then explore the transcript and actions that make the result reviewable.

[Book a walkthrough](https://vocarihealth.co/contact)

A patient speaking with a receptionist at a clinic desk

CONVERSATIONS IN CONTEXT

## An appointment request belongs with the work it creates.

A caller can ask for an appointment in their own words. The assistant uses approved practice information and its enabled capabilities to check the schedule, handle an allowed request or leave work for staff.

Conversations retain transcripts and tool activity. In the wider suite, patient charts hold visit history, insurance policies and verification cases, so staff can review the patient work behind a call.

This example shows a scheduling conversation. Live scope depends on the practice configuration and the telephone workflow verified during its rollout.

AI calling & booking

## One call. One documented outcome.

A representative scheduling conversation, followed through from request to confirmed next step.

SCHEDULING CONVERSATION

### Ava schedules a new-patient visit

2 SPEAKERS

Representative workflow with example patient details.

[Discuss your calling workflow](https://vocarihealth.co/contact)

AFTER THE CALL

### New patient visit booked

**Intent understood** New-patient scheduling

**Rules applied** Visit type and availability checked

**Next step recorded** Appointment saved for the team

[Explore calling and booking](https://vocarihealth.co/platform/patient-workflows)

REQUEST

## Understand the visit needed

Clarify the caller's request before using a scheduling capability or answering a practice question.

PRACTICE

## Use the practice's instructions

Approved services, hours, appointment rules and handoff guidance shape the conversation.

SCHEDULE

## Check before confirming

Booking uses current availability and rechecks the selected slot when the appointment is saved.

REVIEW

## Keep the next action visible

Staff can inspect the transcript, tool result and work that still requires their attention.

APPOINTMENT REQUEST

## From a preferred time to a recorded result.

A scheduling conversation uses the same patient and appointment rules as the native practice workflow.

1.  01
    
    ### Clarify
    
    Ask which visit the caller needs and which times work for them.
    
2.  02
    
    ### Verify
    
    Verify patient identity before disclosing an existing appointment or changing it.
    
3.  03
    
    ### Confirm
    
    Offer an available slot and confirm the details before saving an allowed appointment action.
    
4.  04
    
    ### Review
    
    Retain the result with the originating conversation and route unresolved requests to staff.
    

WHAT THE PRACTICE CAN REVIEW

## Keep the conversation and its actions together.

### Transcript and activity

Review what was said alongside scheduling checks, actions and tool results.

### Patient work

Continue in the native chart for visits, clinical records, insurance policies and verification follow-up.

### Isolated browser tests

Browser tests retain transcripts and tool events without audio or video recordings, and cannot change production patient records.

TALK TO VOCARI

## See your dental office's workflow in Vocari.

Explore dental insurance verification, AI calling, scheduling and tooth-level charting with your team's work in mind.

[Book a walkthrough](https://vocarihealth.co/contact)