Page 1 of 1

GP Chatbot Onboarding

1. Practice Details

What is the practice name ?

What is the practice main address ?

Does the practice have any additional branches
If YES please provide the address(s)

Does the practice have any additional branches If YES please provide the address(s)
A
B

What is the practice main patient line telephone number ?

What is the practice generic patient facing email address ?

Who is the main practice contact?

2. Technical Installation Set up

Clinical Operating System

Clinical Operating System
A
B
C

Does the practice use any online digital consultation software, apps or tool?

Does the practice use any online digital consultation software, apps or tool?
A
B

If Yes, please select or specify

If Yes, please select or specify
A
B
C
D
E
F
G

Practice website URL

Practice Website provider

Is there someone at the practice who can update the website to install the chatbot

Is there someone at the practice who can update the website to install the chatbot
A
B

If yes (please provide their details)

If No. is there anyone at the practice who can provide our team with log on details to the practice website to install the bot

Does your website have any existing chat features or integrations we should be aware of?

3. Personalisation and Customisation

Opening hours

What are the practice opening hours?

Does the practice provide any extended access weekend or evening clinics we should be aware of?

Registrations

Does the practice have a preferred mode of registering patients?
(Please specify)

Is the practice configured to the NHS GP Registration Service

Is the practice configured to the NHS GP Registration Service
A
B

Does the practice accept registrations via the NHS App

Does the practice accept registrations via the NHS App
A
B

Does the practice accept registrations via its own practice website

Does the practice accept registrations via its own practice website
A
B

Does the practice accept registrations via patient access/Systmone Online/Emis access or any other 3rd party apps (please specify)

Does the practice accept registrations via email

Does the practice accept registrations via email
A
B

If Yes, please confirm the email address?

Please share copies of any practice specific registration forms used by emailing it to [email protected]

Appointments

What is the stipulated timeframe for the practice to respond to online consultation request (same day / 24 / 48 / 72 hours)

Would the practice like to enable the live chat feature for appointment requests

Would the practice like to enable the live chat feature for appointment requests
A
B

Repeat Prescriptions

Does the practice accept prescription requests via email?

Does the practice accept prescription requests via email?
A
B

If yes, what is the email address for requests to be sent to?

Would you like to enable the live chat feature for prescription queries

Would you like to enable the live chat feature for prescription queries
A
B

Does the practice have any specific process for booking medication reviews?

Does the practice have any specific process for booking medication reviews?
A
B

If YES, please describe the process

Does the practice accept digital consult requests for medication reviews

Does the practice accept digital consult requests for medication reviews
A
B

Test results and Booking tests

Please specify any specific and or particular processes for booking tests e.g. local hubs, walk in services (x-rays) etc.

Would you like to enable the live chat feature for booking tests?

Would you like to enable the live chat feature for booking tests?
A
B

Sick notes

Does the practice have any specific process for requesting sick notes?

Does the practice have any specific process for requesting sick notes?
A
B

If YES, please describe the process

Custom flows

Please use this section to provide any personalisation details, comments or additional information you'd like us to include in the bot

Would you prefer patients to submit feedback or satisfaction responses after their session is closed?

Would you prefer patients to submit feedback or satisfaction responses after their session is closed?
A
B


To help us tailor the chatbot's responses more accurately to your practice, you are welcome to share your practice profile, key FAQs, or any other relevant information you'd like us to include in the knowledge base. This helps improve the accuracy and relevance of the chatbot's answers.
Please email supporting documents to [email protected] Thank you for completing the onboarding form. You will soon receive an email containing your login details to access your account.