Patient Inquiry → AI Triage → Schedule Appropriate Care Level

intermediate25 minPublished Apr 3, 2026
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Automatically triage patient mental health inquiries using AI assessment, then route to appropriate care level and schedule appointments based on urgency and needs.

Workflow Steps

1

Typeform

Collect patient mental health screening

Create a HIPAA-compliant Typeform with validated mental health screening questions (PHQ-9 style), symptom severity, medication history, insurance information, and preferred appointment times.

2

OpenAI API

Analyze responses and determine care level

Process Typeform responses through OpenAI API with a prompt trained on clinical guidelines to categorize patients into care levels: emergency (crisis), urgent (within 24-48 hours), routine (within 1-2 weeks), or self-care resources.

3

Calendly

Schedule appropriate appointment type

Based on AI triage results, automatically book patients into the right Calendly calendar: crisis intervention (immediate), psychiatrist consultation (urgent), therapy intake (routine), or send self-care resource links for low-risk cases.

Workflow Flow

Step 1

Typeform

Collect patient mental health screening

Step 2

OpenAI API

Analyze responses and determine care level

Step 3

Calendly

Schedule appropriate appointment type

Why This Works

Leverages AI for initial screening while ensuring human oversight for clinical decisions, improving access to care by reducing administrative bottlenecks and ensuring patients reach appropriate care levels quickly.

Best For

Mental health clinics and telehealth platforms managing patient intake

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