Dental Clinic Automation: Scheduling, Availability & Patient Lookup
Dental Clinic Automation: Scheduling, Availability & Patient Lookup This workflow automates dental appointment management through a phone-based assistant. It listens for requests like booking, rescheduling, canceling, checking insurance, looking up appointments, and finding available time slots. Each request is processed through a Switch node and then routed to your Supabase database for action. How it works Once a request is received, the workflow uses the patient’s phone number to identify them. Then, it: Booking: Checks for available time, creates or retrieves the patient record, and stores the appointment. Rescheduling: Confirms the new date, avoids double-booking, and updates the record. Canceling: Removes the appointment and sends a confirmation. Insurance: Looks up the member ID and provides a status (accepted or not). Availability: Finds the doctor’s existing appointments and generates available 60-minute slots. Appointment & doctor lists: Retrieves and presents clean, structured information for the assistant. Each action ends with a webhook response that the phone system reads back to the patient. Setup steps Add your Supabase credentials to the Supabase nodes. Connect your phone/voice system to the webhook URL. Ensure Supabase table and column names match the workflow. Test all actions (booking, rescheduling, canceling, etc.) before going live. Customization tips (optional) You can update working hours, appointment durations, or add new services by modifying the availability logic or Switch node routing. An n8n automation workflow template by Optimum Office Solution.
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