Which tools a call gets depends on its workflow. New Patient Journey calls get check_availability and book_appointment. Cancellation, Reschedule, and Care-Gap follow-up calls get verify_patient, get_upcoming_appointment, check_availability, reschedule_appointment, cancel_appointment, and document_and_escalate, but only when the clinic has the EMR sandbox turned on (see Sandbox Configuration). Emma’s internal test calls can also use them.
verify_patient
Checks a spoken date of birth against the patient already matched by phone number.string
required
Result
check_availability
Lists open slots around a given date, optionally for a specific provider.string
Defaults to any provider if omitted
string
Defaults to today if omitted
Result
book_appointment
Books the slot the caller chose.string
required
string
required
string
required
Result
get_upcoming_appointment
Looks up the patient’s next scheduled appointment, if any. No arguments.Result
reschedule_appointment
Moves the patient’s upcoming appointment to a new time.string
required
Result
cancel_appointment
Cancels the patient’s upcoming appointment. No arguments.Result
document_and_escalate
Records clinical findings from the call — lab orders, referrals, medication notes — and optionally flags the conversation for the clinical team.string
string
string
boolean
string
boolean
Result
