How do we train Voksha to know our clinic's specific scheduling rules and policies?

For Medical Clinics

You provide Voksha with your clinic's actual policies during setup, and it follows them the same way a well-trained front desk staffer would. This includes appointment types and their durations (a 15-minute follow-up versus a 30-minute new patient physical versus a 45-minute annual wellness visit), which providers see which patient types, your cancellation and no-show policy, which insurance plans you accept in-network, and your after-hours triage rules for symptom severity. Because Voksha books directly against your connected calendar (Google Calendar, Outlook, or Calendly), it only offers slots that are actually open and respects buffer rules you set, such as leaving the last slot of the day open for provider catch-up or blocking same-day slots for a specific visit type. For clinics with multiple providers who each have different specialties or age-group focuses, you configure routing logic so a call requesting a pediatric visit does not get booked with a provider who only sees adults. Insurance verification setup involves giving Voksha a list of accepted carriers and plan types so it can ask the right intake questions (carrier name, member ID, group number) up front and flag anything it cannot verify for staff follow-up rather than guessing. Most clinics refine this over the first two to three weeks by reviewing call transcripts and adjusting the script for edge cases that came up, such as a patient asking about a visit type not in the original configuration.