Discovery calls
Book discovery calls with prospective patients, and turn the right ones into patients.
A short call before the first visit, booked from the same page patients use, run on its own board and kept apart from your patient list until you decide.
Therapy, wellness and rehab clinics often talk to a prospect before booking a first visit. MedOS treats that as its own flow. The clinic sets the windows when discovery calls can be booked, the fee (free, or a fee with a separate international price), and whether the call is by phone or Google Meet. The call shows up as an entry on the clinic’s booking page.
The prospect verifies their phone or email by OTP and picks a slot. They are a prospect, not a patient, so your patient list stays clean. A booked call blocks the assigned person’s time, so the same slot cannot be booked for a visit. Paid calls use the same online payment or clinic QR as appointments.
Calls move across a board from requested to scheduled, in progress and done. Staff assign each call, record the outcome and notes, and import the prospect as a patient when they decide to go ahead. MedOS checks for an existing patient first, and a person confirms every match.
What you get
- Phone or Google Meet
- Choose the call type. Meet links are created through the connected Google account. Google Meet setup guide
- Free or paid
- Set a fee, or none. Overseas prospects are quoted in a currency they can pay.
- A board of its own
- Every call by stage, with assignee, outcome and notes, filterable by date and type.
- Imported, not duplicated
- Turn a prospect into a patient in one step, with existing patients matched and confirmed by staff.
Works with
- Online booking
A patient books from your website, a shared link or a QR at the door. The booking lands in the upcoming column of the board with nothing re-typed at the desk.
Read more - Video consultations
Patients choose an online visit when they book. The meeting is created for the appointment, and the visit sits on the same board and record as everyone in the waiting room.
Read more - Session packs
Rehab, therapy and wellness happen over a course of visits, not one appointment. MedOS treats the programme as the unit.
Read more