Guides & Playbooks
Practical, step-by-step guides for practice leaders, front desk staff, billing teams, and IT to get the most out of MediChatApp — from check-in and messaging to automation and virtual assistants.
Practical, step-by-step guides for practice leaders, front desk staff, billing teams, and IT to get the most out of MediChatApp — from check-in and messaging to automation and virtual assistants.
These guides are written in plain language for real-world medical practices — not generic software manuals. Use them to train new staff, standardize workflows across locations, and roll out new MediChatApp modules with less friction.
Start with the role that matches how you work with MediChatApp today. Each guide can be adapted to your specific practice policies and EHR environment.
Great for owners, COOs, clinical directors, and site managers who need a high-level view with actionable steps.
Written for front desk, schedulers, and call center staff to quickly understand what to do, in what order.
Helps billing leaders connect MediChatApp workflows to existing RCM processes and vendor relationships.
Ideal for IT, security, and system administrators responsible for connectivity, access, and compliance.
Each guide can be delivered as a PDF or walkthrough tailored to your environment. Your MediChatApp contact can help prioritize which guides to use for training and rollout.
These guides are built around real workflows used in high-volume practices, not generic software features.
A start-to-finish walkthrough of how patients move from reminder messages to check-in, intake forms, eligibility confirmation, and arrival — with clear responsibilities for front desk, providers, and billing.
How to systematically recover no-shows and fill gaps in the schedule using MediChatApp messaging, task queues, and (optionally) virtual assistants.
A practical playbook for routing messages to the right team, respecting clinical vs. non-clinical boundaries, and maintaining clear documentation.
How to integrate MediChatApp-managed virtual assistants into your day-to-day operations, with clear expectations, metrics, and supervision.
We can adapt the playbooks to your locations, specialties, and staffing model — and help you use them for staff training and rollout.