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Password reset and access requests for allied health clinic groups

Sends staff the right password reset steps, checks the request comes from their own account, and sends every new access request to the manager and IT manager to approve.

InternalSMSYour data Your knowledgeHuman handoffIntegrations
Live demo

Talk to Ava at Riverbend Allied Health

Riverbend Allied Health is made up. Ava is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.

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The problem

Access is granted on a quick message in the hallway. Nobody can say later who approved a clinician seeing records at another clinic, and password resets eat the IT manager's morning.

How it works

  1. Checks the request comes from the staff member's own Teams account or mobile number on file
  2. Sends the self-service reset link or Cliniko reset steps
  3. Records what access is wanted and why
  4. Sends new access requests to the manager, then the IT manager, for approval
  5. Never says whether access will be given

What it connects to

  • Microsoft 365
  • Cliniko
  • Microsoft Teams
  • IT ticket system
Sample conversation
  1. Dan (physio, New Farm)I'm covering at Chermside next week. Can you give me access to their Cliniko diary and patient notes?
  2. AgentHi Dan, it's Ava. I can request that for you. Which dates are you covering, and who is your manager at New Farm?
  3. Dan (physio, New Farm)Monday to Wednesday. My manager is Priya at New Farm.
  4. AgentThanks. I've sent the request to Priya to approve, then to Marcus Lee, our IT manager, who decides on access to another clinic's records. I'll message you as soon as he replies.

Illustrative conversation. Names, numbers and details are made up.

Capabilities used

  • Your knowledge. Answers from your documents, website and videos, and stays current when they change.
  • Human handoff. Transfers the call, books a callback or forwards the email when a person should take over.
  • Integrations. Connects to more than 700 business apps and acts in them during or after the conversation.

Want this agent in your business?

Book thirty minutes with Sam. We will map this example onto your own calls, inbox and systems and tell you what it would take.

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