Zo automatically schedules, reschedules, confirms and cancels patient appointments. If a patient has a scheduling need Zo can’t resolve or calls with a different request, staff can still see the information the patient already provided—so every handoff is informed and efficient.
Staff can access a call summary, which includes:
Patient’s name, if the patient has been authenticated by Zo
The phone number the patient is calling from
A link to the patient’s EHR record, if the patient is authenticated by Zo
An AI-generated summary of what the patient shared
Staff can access this call summary through an integration with their existing VoIP or contact center technology, which will pop out a new screen when the call comes in, or through a separate website link in a web browser.
In order to access these call summaries, staff members must be given ”Zo live calls” permission.
Reach out to your Zo Zocdoc representative and IT administrator to add call summaries to your VoIP or call center software.
Note: VoIP integration processes calls as they come in, but staff may need to click Refresh Call Summaries to see calls in real-time through the website.