Care Options Bot Template

The conversation, step by step

These are the messages and questions in the template as it comes. Words in brackets are filled in from your business details or from the visitor's earlier answers. A visitor sees only the steps that match the buttons they choose, and you can change any wording, add steps or remove them in the flow builder.

1. Welcome to [Practice Name]. I can help you find the right type of visit. If this is an emergency, call 911. Please share health details with the office directly, not in this chat.
2. What kind of visit are you looking for?
   • Routine checkup or physical
   • Sick visit
   • Follow-up visit
   • Telehealth visit
   • Something urgent today
   • Not sure
3. If this is an emergency, call 911 or go to the nearest emergency room. For an urgent visit today, please call our office at [Office Phone] so our staff can help you directly. Nearest urgent care: [Nearest Urgent Care Name & Address]
4. No problem. Please call our office at [Office Phone], and our staff will help you choose the right visit. If this is an emergency, call 911.
5. What time of day works best for you?
   • Morning
   • Afternoon
   • Evening
6. The visitor is saved as a lead, tagged:
   • appointment_request
7. What is your name? The visitor types a reply.
8. Thanks, [visitor's first name]. What is the best phone number to reach you? The visitor types a phone number.
9. Thank you, [visitor's first name]. Our team will call you to confirm a time. Visit: [visitor's visit type] Preferred time: [visitor's preferred time] You can also book online: [Online Booking Link] Or call us: [Office Phone] Please share health details with the office directly, not in this chat. If this becomes an emergency, call 911.

What you get with each lead

Every lead this template collects appears in your Alma leads inbox with the answers the visitor gave and these tags, so you can sort and follow up: appointment_request. Alma emails you when a new lead arrives. On the Growth plan and up you can also send leads to other software through Zapier, and the Agency plan adds webhooks.

Questions your flow does not cover

A template answers the paths it was built for. To answer other questions in the visitor's own words, add AI answering for $25 a month: it replies from business information you provide as text, which the Alma team loads into your bot. The article on how a knowledge base chatbot works explains what to write.

For more on using a chatbot in this kind of business, see our page on chatbots for healthcare practices.

More healthcare & medical templates

• Medical Practice Welcome BotDirect patients to appointments, office info, or the patient portal, and send refill and health questions to the office by phone.
• Appointment Scheduling BotTake appointment requests with the visit type, a preferred time, and the patient's name and contact details.
• New Patient Request BotTake a first-visit request: visit type, preferred time, whether insurance will be used, name and contact details. Registration forms stay with the practice.
• Refill Callback BotTake a callback request about a refill: name, best time to call and phone number. The office takes the details by phone.
• Office Hours & Location BotShare practice hours, location, providers, and contact information.
• Insurance & Billing BotAnswer billing questions, accepted insurance, and payment options.