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Trust and controls

Clinic policy controls

Approve scripts, escalation rules and outreach settings by location.

Your clinic. Connected.
  1. Set the clinic’s rules
  2. Apply them to the workflow
  3. Review and update

A clearer next step for your team.

Your clinic’s approved scripts and escalation rules should guide the work across conversations, outreach and locations.

How it works

The workflow, step by step.

  1. 01

    Set the clinic’s rules

    Your medical director or clinic lead approves scripts, outreach policies and escalation defaults.

  2. 02

    Apply them to the workflow

    Keep those rules attached to the relevant channels, actions and locations.

  3. 03

    Review and update

    Inspect activity and revise the approved settings as the clinic’s process changes.

Your team stays in control.

Policy controls define permitted work; they do not turn an automated response into a provider’s clinical judgment.

During your demo

What we’ll check for your clinic.

  • Who approves scripts, escalation rules and outbound messages.
  • Which rules are shared across sites and which differ by location.

See this with your clinic’s workflow.

Bring your system, your questions and the way your team works.