Welcome new patients before their first visit
A warm welcome message and a few simple intake questions so new patients feel looked after from the first contact.
What you’ll do
- Describe the practical details a new patient needs before a first visit.
- Ask for a warm welcome plus a few simple, non-clinical intake questions.
- Have your team review and send it on booking.
Common questions
Should the welcome message ask about the patient's medical history?
No — leave clinical and medical history to your own approved intake forms and clinicians. This lesson keeps the AI to friendly, practical welcome wording and simple admin questions like preferred contact times.
What kinds of intake questions is it safe to draft with AI?
Admin questions are fine: contact details, preferred appointment times, parking or access needs, how they heard about the practice. Clinical questions — allergies, medications, existing conditions — belong on your approved health forms, not in an AI-drafted message.
Do I enter the new patient's details into the AI tool?
No. Draft the message using placeholders like [patient name] and fill in the personal details yourself. Never paste identifiable patient information into an AI tool.
Can I reuse the same welcome message for every new patient?
Yes — that's the goal. Draft one message your team is happy with, then your front desk personalises the name and appointment details each time. The lesson shows how to make it a repeatable template.
How do I make it sound warm rather than corporate?
Give the AI a sentence or two about how your practice likes to communicate — friendly, calm, first-name terms — and it'll match that. You review it before sending, so you can adjust the tone easily.