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Appointment Chat Bot Integration

Chat Bot assists your patients to book appointments from your website. You can integrate the AI enabled Appointment Bot into your website with customizable questions and answers, which will guide the patients while they book appointments.


  1. Patients/ Care-takers can easily book the appointments from your clinic's website with the help of our interactive AI bot.
  2. Our intelligent bot identifies the existing patient with a couple of QAs and makes the follow-up appointments smoother.
  3. 'Suggest a Doctor' will ask symptoms-related questions and helps patients in finding the right doctor.
  4. Appointment charges can be collected upfront at the time of booking appointments.
  5. Appointment Bot will use the appointment schedule details configured in your Charm EHR account. There are no additional configurations specific to the bot.
  6. Quick integration by just copying our script into your clinic's website source will enable the bot to be active and running.

Embedding Appointment Bot in your website

Please, contact us at Our integration team will check the details of your practice and provide you the appointment-bot script.

You will have to include our script on your website's home page with the help of your back-end development team. Once configured, our Charm Assist Appointment Bot will be visible in your portal as captured below and ready to book appointments.
Embed Appointment Chat Bot

Appointment Bot Features

The appointment Bot has provisions to 'Book a new appointment', 'Reschedule an appointment', and 'Suggest me a Doctor'.
Appointment Chat Bot Integration

Booking a new Appointment

Booking a new appointment will collect the patient's details like name, gender, and date of birth.
Chat Bot Appointment Booking

Shows the providers' list available for appointment booking.
Appointment Chat Bot Provider List

On picking the provider and date, lists the available slots.
Appointment Chat Bot Available Slots

Picking the slot asks for the reason and confirmation of the appointment.
Appointment Chat Bot Reason

Proceed with the payment will open up the payment view to intake the card details.
Appointment Chat Bot Payment

Payment will confirm the appointment with the selected provider on the chosen date and time.
Appointment Chat Bot Confirmation

Suggest me a Doctor

Our 'Suggest me a Doctor' feature in the appointment bot asks a sequence of symptom-related questions. At the end of Q & As, it helps in booking an appointment with the specialized doctor in your clinic. A sample flow is given for better understanding. This workflow can be customized specifically to your account.
Appointment Chat Bot Suggest Doctor
Appointment Chat Bot Questionnaire
Appointment Chat Bot Questionnaire
Appointment Chat Bot Questionnaire

Asking a sequence of questions helps in booking an appointment with the appropriate doctor.
Appointment Chat Bot Questionnaire

Customization specific to client's account

Charm Assist Appointment Bot has a default set of Q & As to book an appointment. These questions are sufficient for basic workflows like adding a new patient, finding out an existing patient, listing available providers with their slots, making payments, and booking appointments.

If you would like to make changes to the questions, please share with us the standard questions. Practices should provide their set of Q & As for the 'Suggest me a Doctor' workflow based on the specialty and treatments they offer. Our integration team will configure them specific to your account.