Resources
Data, playbooks and scripts for running a healthcare front desk, drawn from the calls, texts and bookings that run through KloudMD.
How to Set Up an After-Hours Call Flow for a Medical Office
After hours, 55% of calls go unanswered and weekends hit 56%. Here is the four-bucket after-hours protocol, what the caller hears at each step, and how…
Payments & BillingDeposits at Booking: How to Cut Late Cancellations Without Scaring Off New Patients
Cancellation data from about 160,000 online bookings shows where deposits belong: long-lead consults and procedures, not same-day visits. Tiers, wording, and how to collect at booking.
Intake & FormsOnline Intake Forms That Sync to Your EHR: The DOB and Patient-Matching Rules
An intake form only syncs if the EHR can resolve the patient. ModMed and Athena require a real DOB to create a chart, and shared phones…
Reviews & ReputationHow to Ask Patients for Google Reviews by Text: Timing and Wording
The ask should fire when the visit is marked complete, not when staff remember. Timing, exact wording, Google's gating rules, and frequency caps for repeat-visit patients.
Scheduling & No-ShowsAppointment Reminder Texts: Cadence, Wording, and the No-Show Rate to Expect
Reminded appointments no-show at 2.1% to 2.9% regardless of lead time; cancellations are the variable. Here is the cadence and wording that gets cancellations early enough…
Patient TextingTwo-Way Patient Texting and HIPAA: What Is Allowed and What Is Not
Every guide says BAA, encryption, consent. This covers the operating layer: which texts carry PHI, what the inbox must record, what an AI reply may say,…
Scheduling & No-ShowsOnline Booking With SimplePractice Across Multiple Offices: The Provider-to-Office Problem
SimplePractice stores the office only on appointments, never on the clinician. Multi-office online booking needs an inferred, practice-confirmed clinician-to-office map.
Scheduling & No-ShowsHow to Offer Online Booking When Your Practice Software Has No API
On-premise Dentrix and ChiroTouch can support real online booking through an in-office connector. The two things vendors skip: no provider hours to read, and per-office ids.
AI ReceptionistCan an AI Receptionist Reschedule and Cancel Appointments? Why That Is the Hard Part
Creating an appointment is easy. Moving the same appointment record in the EHR is where integrations fail silently. A three-step test exposes it before a patient…
AI ReceptionistWhat an AI Receptionist Actually Does on a Patient Call, Step by Step
Vendors list capabilities. This walks one patient call end to end and shows what the agent must read and write in your EHR at each step,…