AI Voice Receptionist Studio

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Live call guide

Test the voice receptionist like a real patient.

Use the steps below to experience the full end-to-end flow, from identity checks to booking and follow-up notes. The guide is written for non-technical reviewers, with a technical setup section at the end for your IT team.

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Returning patient

Use this to see the full flow.

This persona is in the demo records, so you will see identity verification, summary, insurance eligibility, booking, and the summary note.

Sample details

Name: Ravi Patel

Date of birth: 1992-08-21

Phone: +1 (415) 555-0100

Zip: 94107

Say: "I have a sore throat and fever." The bot will use the triage service and recommend a primary care visit.

New patient

Use this to create a new patient.

This persona is not in the demo records. The bot will create the patient record, confirm their details, and continue directly into booking.

Sample details

Name: Jordan Reed

Date of birth: 1993-10-21

Phone: +1 (415) 555-0199

Zip: 94105

Say: "I need help with a rash that's getting itchy." The bot will create a patient record and continue the booking flow.

Call experience

What happens during the call

Step 1

Share name, date of birth, and phone number.

Step 2

Confirm identity with zip code or last name.

Step 3

Describe symptoms and let the triage agent ask follow-up questions.

Step 4

Hear the insurance eligibility and copay estimate.

Step 5

Book the visit and receive the appointment recap.

Step 6

Listen to the call summary and next steps.

Insurance demo tip

Control eligibility with the member ID.

Use an even last digit (for example, BS-1234568) to get eligible=true. Use an odd last digit (BS-1234567) to see the ineligible response. Copays are estimates in demo mode.

Call checklist

Quick validation

  • Confirm the bot asks for identity verification.
  • Confirm the bot reads back the appointment summary.
  • Confirm no audio is stored and transcripts honor retention policy.
  • Confirm a call summary note is created in the mock system.

Technical setup

Vapi + Microsoft Health Bot access

Vapi setup (required)

  • Base URL: /v1 on the Mock Clinic API (example: http://localhost:3001/v1).
  • Header: X-API-Key = API_KEY from the mock API .env.
  • Calendar integration enabled for booking (existing Vapi calendar).
  • Custom tools registered using the list on the right.
  • Set MODE=demo and PORT=3001 when running the mock API.

Microsoft Health Bot access (needed)

  • Azure subscription and resource group with Microsoft.HealthBot enabled.
  • Health Bot tenant name: healthcarevapi-ro06u4l.
  • Health Bot resource name, location, and plan (SKU) from Azure.
  • Service endpoint URL and auth method (service principal or managed identity).
  • Tenant ID + client ID + client secret (or equivalent credential).

Use the helper script in mock-clinic-api/healthbot-api.js to validate access once the Azure owner shares the JWT secret.

Vapi tool list

patients_search -> POST /v1/patients/search
patients_create -> POST /v1/patients
patients_verify -> POST /v1/patients/{patientId}/verify
patients_summary -> GET /v1/patients/{patientId}/summary
insurance_eligibility -> POST /v1/insurance/eligibility
providers_list -> GET /v1/providers
cases_create -> POST /v1/cases
cases_save_triage -> POST /v1/cases/{caseId}/triage
cases_save_appointment -> POST /v1/cases/{caseId}/appointment
cases_save_note -> POST /v1/cases/{caseId}/note
messages_confirmation -> POST /v1/messages/confirmation
triage_mock -> POST /v1/triage/mock (optional fallback)