Checklist · Allied health and clinics · Enquiries
How do I stop missing new patient calls and enquiries at my clinic?
The short answer
To stop missing patient enquiries, list every way a new patient can reach you, send them all to one inbox reception checks, and give each one an owner. Set your phone to ring for 25 to 30 seconds before voicemail, return missed calls within the hour, text back anyone who hangs up, test your website form every Friday, and turn on an instant reply for Facebook and Instagram messages.
Who this is for: Owners and practice managers of physio, chiro, podiatry, psychology, dental and other allied health clinics where new patients call, message or fill in a form and sometimes never hear back.
What this looks like
A new patient rings at 12.40pm while reception is on lunch and the practitioners are in sessions. It rings out to voicemail, they hang up, and they try the next clinic on the list. Nobody knows the call happened.
The same thing happens quietly in other places. The website form still sends to the email of a practice manager who left last year. A Facebook message about whether you see kids sits unread for four days. Someone writes on Instagram asking about a Saturday appointment and gets no reply. Each one is a person who was ready to book.
Why clinics miss patient enquiries
It is rarely a lack of effort. Reception is busy with the people in front of them, and enquiries arrive through more doors than anyone has written down. Each door was set up at a different time, by a different person, and nobody owns the full list.
Some doors have also changed without anyone noticing. Google says that as of 31 July 2024 the chat feature is no longer available in Business Profiles, so a website or old flyer that says to message you on Google is pointing people at something that no longer exists. Calls from your profile still come through, which makes the phone the door that matters most.
The weekly checklist to stop missing patient enquiries
- List every door. Write down each way a new patient can reach you: the main number, any mobile on the website, the web form, every email address shown anywhere, Facebook, Instagram, online booking, and your Google Business Profile. Next to each, write where it lands and who checks it. Remove any mention of Google chat from your website and signatures.
- Send every door to one place. Point the web form and every public email address to one shared inbox, for example reception@, that reception can open on the front desk computer. If you keep a second inbox, write down who checks it and when.
- Give each door an owner and a reply time. One named person checks each channel at set times, for example at opening, after lunch and before close. Our rule of thumb: reply to every new enquiry within the hour during opening hours, and first thing the next morning for anything that came in overnight.
- Set the ring time. On a Telstra mobile, Telstra says you can choose how long it rings before going to MessageBank by dialling 61*101* then 15, 20, 25 or 30, then #, for example 61*101*30# for 30 seconds. On a landline or cloud phone system, ask your provider how to set the ring time and where unanswered calls go.
- Fix the voicemail. Record a greeting that says the clinic name, when you will call back and that they can book online any time. Check the mailbox isn't full. On Telstra, the hang-up message service sends an SMS when a caller hangs up after your greeting without leaving a message, so you still get their number. You can switch it on by calling 101, pressing ** for the main menu, 3 for Mailbox Setup, then 6.
- Text back every missed call. When a call is missed and no message is left, send a short text from the clinic mobile within the hour using the template below. Keep health details out of texts and voicemails.
- Turn on an instant reply for Facebook and Instagram. In Meta Business Suite, go to Inbox, then Automations, then Instant reply, turn it on, choose your channel, type the greeting and save. It answers straight away and tells people when a human will reply and where to book.
- Test the web form every Friday. Fill it in yourself with a test name, then check it arrived in the shared inbox, how long it took, and that the confirmation message the patient sees makes sense.
- Do a five-minute stuck check every Friday. Open each channel on your list and look for anything older than a day without a reply. Reply, then note what caused the delay.
- Count enquiries once a month. Tally new enquiries by channel and how many became a first appointment. That tells you which doors matter and which ones are leaking.
Why each item matters
The list of doors is the item most clinics skip, and it is the one that finds the old inbox nobody reads. The shared inbox and named owner turn a vague job everybody shares into a specific one that somebody does.
Ring time and voicemail decide what happens to the caller you couldn't answer. A short ring time, a full mailbox or a greeting that says nothing useful all send people to the next clinic. The hang-up SMS and the text back catch the people who would never leave a message.
The Friday test and stuck check are what keep it working. Forms break when websites change, staff change, and passwords get reset. A five-minute check finds those before patients do.
How to tell it's working
After four weeks, look at three things: how many missed calls got a text back the same day, how many enquiries waited more than a day for a reply in the Friday stuck check, and how many new enquiries became first appointments.
The second number should fall towards zero. If it doesn't, the problem is usually one channel with no clear owner, so start there.
Copy and paste
Missed call text back
Within the hour after a missed call with no message left
Hi, it's [name] from [clinic name]. Sorry we missed your call, we were with patients. We'll call you back by [time]. If it's easier, you can book online here: [booking link]. Or just reply to this text with a good time to call.
Voicemail greeting
Recorded once, checked each quarter
Hi, you've reached [clinic name]. We're with patients at the moment. Please leave your name and number and we'll call you back [within the hour / first thing tomorrow morning]. You can also book online any time at [short web address]. If you need urgent care, please call 000.
Friday enquiry check
Every Friday afternoon, done by the practice manager
1. Missed calls this week: ___ Texted back the same day: ___ 2. Voicemail mailbox has space: Y / N 3. Test web form sent at [time], arrived at [time], in the right inbox: Y / N 4. Shared inbox: anything older than one day without a reply? Y / N 5. Facebook and Instagram inbox: anything unanswered? Y / N 6. Instant reply still on and still accurate: Y / N 7. Any old email address or Google chat mention found on the website: ___ 8. New enquiries this week: ___ Booked a first appointment: ___ 9. One fix before next Friday: ___
Questions people also ask
How do I stop missing calls at my clinic when reception is busy?
Set a ring time of 25 to 30 seconds before voicemail, keep the mailbox clear, and give one person the job of returning missed calls within the hour. A text back to anyone who hung up without a message catches most of the rest.
Can patients still message my clinic through Google?
Google says Business Profile chat is no longer available as of 31 July 2024. Patients can still call you and use your website link from your profile, so make sure both work.
How long should my phone ring before going to voicemail?
On a Telstra mobile you can choose 15, 20, 25 or 30 seconds. Longer gives reception more time to reach the phone. Other providers have their own settings.
Should I set up an auto reply on Facebook for my clinic?
Yes. Meta Business Suite has an instant reply under Inbox, then Automations. Use it to say when you will reply and where to book, and keep it free of clinical advice.
How do I know if my website contact form is working?
Fill it in yourself once a week, then check it arrived in the right inbox and how long it took. Forms often break quietly after a website change or a staff email changes.
Sources
- Changes to Google Business Profile chat and call history, Google Business Profile Help
- Set up and manage voicemail on your mobile, Telstra
- Create an automated Messenger greeting for your Facebook Page, Facebook Help Centre