These attributes are unique to the Dental industry and control HIPAA compliance, insurance information, and appointment scheduling behavior. They appear in the Attributes tab when a customer project is set to the Dental industry.
Business
HIPAA mode
IDN:project_attributes_setting_hipaa_mode_enabled
When HIPAA mode is set to True, the platform deletes session content, including both text and audio parts.
To comply with HIPAA, you must also disable sending reports via SMS and email, as well as recording sessions in Google Sheets.
For more details, see HIPAA mode.
Insurances you accept
IDN:project_attributes_dental_insurances
Specify the insurances you accept. If a patient inquires about supported insurances, the agent uses this field to provide the answer.
Agent behavior
Appointment setting - check-in notes
IDN:project_attributes_dental_appointment_check_in_notes
Specify the information the agent should provide to the patient regarding the appointment check-in rules.
Example:
Please arrive 15 minutes early to complete any necessary paperwork. If you have insurance, don't forget to bring your insurance card and a valid ID.
Appointment setting - self-schedule link (URL) - guidance instruction
IDN:project_attributes_dental_appointment_scenario_link_guidance_instruction
Provide the booking form instructions that the agent reads out to your patient. This helps guide them through the process and ensures they fill in the fields correctly.
Example:
Open the link, scroll down to the Appointment Request section, enter your contact information, select your preferred office location, and fill out the remaining fields. Then, press Submit.
Appointment setting - questions & information before scheduling an appointment
IDN:project_attributes_dental_appointment_schedule_questions_and_info
Specify the questions the agent should ask before scheduling the appointment, as well as any additional information or instructions the patient should know.
Example:
- Which location of our clinic would you prefer to visit? - We offer family discounts for friends and family starting from age 8.
Appointment setting - self-schedule link (URL)
IDN:project_attributes_dental_appointment_url
Provide the link where the patient can self-schedule an appointment (book online).
If online booking is not available, leave this field empty.
