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Doctor appointment via a bot without complaints in the chat

The patient picks a specialist, agrees to data processing, writes their full name, a convenient time and phone. A deal “Appointment: specialist — full name” appears in CRM, the administrator gets a notification, calls back and confirms the time. The bot does not ask about complaints or diagnosis: health data is a special category of personal data and does not belong in a chat. This is not a calendar: the administrator confirms the time.

Suitable for: Clinics, Dental clinics, Medical centres, Children’s outpatient clinics

How it works

Step 1Specialist by button
Step 2Consent to data processing
Step 3Patient’s full name
Step 4Preferred time
Step 5Phone
Step 6Deal and notification

What you can customize

  • Message texts and buttons
  • Fields of the “Data collection” block and format checking
  • Tags, notifications and transmission to the operator
  • Channels: Telegram, MAX, VKontakte, chat on the website
Telegram
MAX
VK
Chat on the site

Sample dialog

Bot
Hello! We will book you an appointment with a doctor. Which specialist do you need?
Customer
Dentist
Bot
To book you, [clinic name] will process personal data… Do you agree?
Customer
I agree
Bot
Patient’s surname, first name and patronymic

Frequently asked questions about the template

Why does the bot not ask about complaints?

Health data is a special category of personal data. It is safer to collect it at the appointment rather than in a chat with a bot; the bot asks not to send complaints and test results to the chat.

Does the bot show the doctor’s free time?

No. This is neither a calendar nor an integration with a medical information system: the patient writes a convenient time, the administrator calls back and confirms.

Is consent needed?

Consent to personal data processing is asked in a separate message before the name and phone: on “No” no data is collected, the “согласие-пдн” tag is set only for those who tapped “Agree”, and “отозвать согласие” passes the request to a staff member. Put your organization name and a link to your policy into the message.

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