Kay Pat Medical and Dental Centre

AI receptionist portal

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New booking

Capture a booking from a voice note, an uploaded recording, in-browser dictation, or typed text. Claude extracts the details and adds it to Bookings for staff review.

Ready

1 · Capture speech

Record or upload a voice note (transcribed on the server), or dictate in your browser. You can also skip this and type the transcript directly.

2 · Review & capture

Idle.

Bookings

Pending confirmations, missing details, and completed reviews.

Patient Service Quality Calendar Missing Outcome

Transcripts

Call summaries, captured transcript text, confidence, and follow-up status.

Calendar

Next open slots and dated booking requests.

Agenda

Setup

Calendar, call routing, and clinic booking rules.

Not saved
Step 1 of 5

Host the app

Set the public HTTPS URL that custom call capture system, PBX, calendar, and notification webhooks will use.

Step 2 of 5

Connect Google Calendar

Share the booking calendar with the service account, then paste the calendar ID and JSON key. After saving, the JSON box is cleared from the screen but the key stays saved in the app configuration.

For security, this field is cleared after saving. Use the Private key saved field to confirm it is stored.

Step 3 of 5

Connect call capture

Use these endpoints with the SIP trunk, PBX, Asterisk, or workflow tool that sends recordings or transcript text.

Call capture endpoints

When a secret is saved, external systems must send it as X-Call-Capture-Secret, a Bearer token, or a token query parameter.

WhatsApp notifications

Clinic email notifications

Email the clinic when a new booking is created. The message includes the portal record and Google Calendar link when available.

Step 4 of 5

Clinic booking rules

Set the appointment duration, hours, and whether GP and patient email invites are enabled.

Step 5 of 5

Test the workflow

Save the setup, place a test call, then confirm the booking appears in Bookings, Transcripts, and Calendar.

Test order

Record or upload a call/voice note, capture the booking, review it in Bookings, approve it, then check Calendar and notification status.