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Practice Information

Helps the voice agent get it right if it's uncommon

Helps the voice agent get it right if it's uncommon

Used for business communications and portal access

Scraped to build knowledge base for voice agent

Provider

How the voice agent should refer to the provider

Helps the voice agent get it right if it's uncommon

Coordinator

Will receive call logs and manage the portal

Used for portal access and daily call digest emails

Voice Agent

The behavior you want the voice agent to reflect

Any specific personality traits or instructions for the voice agent?

Scheduling Rules

Patient cost for consultations

Does consultation fee go towards an eventual procedure?

Default length of a consultation

Days on which the practice provide consultations

Consultation availability start time

Consultation availability end time

In-person, virtual, or both

Whether bookings are allowed the same day as the call

What the voice agent conveys as a cancellation policy if callers inquire

Knowledge Base

For rapid voice agent reference; rest is extracted from website and social media

Social Media Handles (optional)

Scraped to build knowledge base for voice agent

Technical Configuration

From app.vapi.ai → Account → API Keys

From app.vapi.ai → Phone Numbers

Your Client ID from 4DEMR

Your Client Secret from 4DEMR

Numeric ID for consultation appointment type in 4DEMR

Numeric ID for the doctor in 4DEMR

Numeric ID for the facility/location in 4DEMR