CareFlow Templates
Health & wellness template library

Reusable AI setter install kits for your CareFlow agency.

Start each client setup with a proven structure for the niche, then customize the offer, qualification rules, booking flow, and human takeover rules.

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CareFlow Template Library

Choose the closest workflow, then customize.

Each template includes an agent role, opener, qualification flow, disqualifiers, objections, booking prompt, follow-up, human takeover rules, and reporting metrics.

Consult flow

Med Spa Consult

For Botox, fillers, laser, body contouring, skin consults, and memberships.

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New patient

Dental New Patient

For general visits, cleanings, emergency requests, and appointment routing.

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High-ticket

Dental High-Ticket

For implants, Invisalign, veneers, cosmetic consults, and financing interest.

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Consult flow

Wellness Center

For chiropractic, IV therapy, hormones, weight loss, recovery, and functional wellness.

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Care routing

Primary Care New Patient

For new patient requests, visit reason routing, and staff follow-up.

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Discovery call

Practice Better Professional

For nutritionists, dietitians, functional health coaches, and wellness consultants.

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Recovery

No-Show Recovery

For missed appointments, reschedules, soft reminders, and close-out logic.

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Reactivation

Old Lead Reactivation

For inactive leads, old consult requests, past patients, and cold lists.

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Template 01

Med Spa Consult

OpeningWhat service were you looking into?
QualifiesTreatment interest, timeline, prior experience, location, consult readiness.
EscalatesMedical questions, reactions, contraindications, complaints, detailed treatment advice.
Template 02

Dental New Patient

OpeningWhat type of dental visit are you looking for?
QualifiesNew/existing patient, appointment type, urgency, location, availability.
EscalatesEmergencies, clinical advice, insurance verification, billing disputes.
Template 03

Dental High-Ticket

OpeningWhat are you interested in improving?
QualifiesTreatment goal, timeline, financing interest, consult readiness.
EscalatesClinical questions, financing specifics, urgent issues, insurance claims.
Template 04

Wellness Center Consult

OpeningWhat wellness goal are you working on right now?
QualifiesGoal, previous attempts, service type, timeline, booking readiness.
EscalatesMedical advice, symptoms requiring care, complaints, treatment details.
Template 05

Primary Care New Patient

OpeningAre you looking to establish care, schedule a visit, or ask about availability?
QualifiesNew/existing patient, visit category, location, availability, contact details.
EscalatesEmergencies, medication guidance, diagnosis questions, insurance verification.
Template 06

Practice Better Discovery Call

OpeningWhat health or wellness goal are you working on right now?
QualifiesGoal, challenge, support type, readiness, program fit, discovery call interest.
EscalatesMedical questions, crisis language, complaints, scope-sensitive requests.
Template 07

No-Show Recovery

OpeningLooks like we missed each other. Would you like help finding another time?
QualifiesStill interested, same appointment need, better day/time, staff follow-up preference.
EscalatesComplaints, billing, refunds, clinical questions, emotional concerns.
Template 08

Old Lead Reactivation

OpeningAre you still interested in getting help with this, or should we close this out?
QualifiesCurrent interest, changed need, timing, service goal, booking readiness.
EscalatesStaff questions, complaints, billing, clinical concerns, high-value prospects.
Install process

Pick a template. Customize the rules. Launch one lead source.

The template library makes CareFlow feel like a productized agency instead of a custom project every time.

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