Adam Kling

Psychology Practice — Voice & Scheduling

AI phone reception and private-link appointment booking for a psychology practice.

My role

Designed and implemented the scheduler, voice integrations and staff-facing spreadsheet workflows.

Two journeys, with staff in control

Phone receptionFAQs, messages and appointment-change requests
Staff follow-upRequests are relayed, not booked by voice.
Private booking linkEligible testing and follow-up visits
Web schedulerBooks against staff-managed availability.
Architecture illustration. Two complementary journeys; clinical decisions stay with the practice.

The problem

Front-desk staff need to answer routine calls, route requests and help patients arrange testing and follow-up appointments without turning the assistant into a clinical decision-maker.

The approach

Built two complementary systems: a voice assistant captures and routes requests through staff-managed queues, while a separate private-link scheduler books eligible testing and follow-up appointments. Shared availability and optional calendar/email integrations support the booking workflow.

What it enables

Gives patients a self-service path for eligible appointments and staff organized follow-up queues, while leaving clinical decisions and appointment-change requests with the practice.

The work,
and its boundaries.

Private booking journeys

Expiring links support testing-only, follow-up-only and guided testing-plus-follow-up bookings, with appointment, location and clinician filters.

Helpful phone reception

Answers configured practice FAQs, sends intake or telehealth links, captures messages and refill requests, and routes appointment changes to staff.

Staff visibility

Tracks issued links, booking availability and incomplete follow-up journeys; cancellation tools reopen eligible slots.

Architecture

Separate booking and voice gateways use staff-managed availability, configuration and request queues, with optional calendar and confirmation-email connections.

Scope

The phone assistant relays scheduling requests; it does not directly book, cancel or move appointments. Self-service booking covers eligible testing/follow-up visits, not clinical advice or the practice’s entire clinical system.

Technology

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Talk with me about the product, the engineering and the decisions that need to stay with people.