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When someone who is not in your PMS calls to book, the agent can register them on the phone: it collects the details you configure here, creates the record, and books the appointment. Settings → New Patient Intake. Requires the New Patient Intake capability.

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Configuring the fields

You choose which details the agent asks for and which are required. Typical sets:
Every required field is another thing a caller has to say out loud before they get an appointment. Practices that ask for the full address and complete insurance details on the phone lose callers partway through. Ask for what you need to book; collect the rest with a form after.

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Where intakes land

Registrations show up in Intakes so the front desk can see what the agent collected, check it against the chart, and correct anything the agent misheard. Whether the patient record is created directly in your PMS or staged for review first depends on your PMS integration. See Supported systems.

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Getting the details right

The agent confirms unusual spellings letter by letter. Expect to correct some anyway. Check new intakes against the chart for the first few weeks.
A caller who has been seen before but does not match on phone number can end up as a second chart. Reviewing Intakes daily is what catches this.
The reason maps to an appointment type, which sets the duration. If new patients are being booked into slots that are too short, the mapping is where to look. See Scheduling.