Settings
Practice details and the rules Treatply follows when messaging patients.
Practice details and the rules Treatply follows when messaging patients.
When any of these happen, Treatply pauses the conversation and hands it to your team in Human Action.
Clinical question
Anything about symptoms, pain, procedures, or clinical advice.
These rules are required for Treatply V1 and cannot be disabled.
Insurance-specific question
Coverage details, plan verification, or what a policy will pay.
Pricing question outside approved information
Costs or discounts beyond the approved payment and financing details.
Patient upset or confused
Frustration, complaints, or confusion that needs a human touch.
AI uncertain
Treatply isn't confident it understands what the patient needs.
These rules are required for Treatply V1 and cannot be disabled.
Patient ready to schedule
The patient wants to move forward — staff confirm the appointment.
These rules are required for Treatply V1 and cannot be disabled.