Zendesk Implementation Template

Hospitals & Clinics

Healthcare
Patient inquiries
appointment scheduling
post-discharge support

Provide compassionate patient care. This template helps manage patient inquiries, schedule appointments, and offer post-discharge support.

Deploy for $499

After installation

Ticket Triaging

Ticket Forms

Automatically segment your tickets with views, setup during the installation.

Help Center

Ticket Forms

All your ticket forms will automatically be added to your help center when activated.

Reporting

Ticket Forms

You will have pre-configured reporting to help you understand your support data.

Template Overview

Perfect For

  • Hospitals
  • Clinics
  • Healthcare providers

Ticket Forms Included

  • Appointment Scheduling
  • Patient Inquiries
  • Post-Discharge Support
  • Billing and Insurance
  • Medical Records Request
  • Prescription Refills
  • Specialist Referral
  • Emergency Services
  • Health and Wellness Inquiries
Hospitals & Clinics

Ticket Forms

Think of ticket forms as different types of enquiries a customer might have when reaching out for support. For example, a common enquiry might be "Where is my item?" or "I need technical assistance."

Each ticket form contains a set of ticket fields, which are the specific pieces of information we collect to help efficiently handle the enquiry. These fields ensure that we capture the necessary details from the start, reducing back-and-forth communication and speeding up resolution times.

Below is a list of ticket forms and their associated ticket fields. These will be automatically set up in your Zendesk instance when you use this template.

Appointment Scheduling

Scheduling, rescheduling, or canceling appointments with doctors or specialists.

Ticket fields

Patient Name

Patient Date of Birth

Preferred Doctor/Specialist

Reason for Appointment

Preferred Appointment Date/Time

Patient Inquiries

General questions about hospital services, locations, hours, or medical information.

Ticket fields

Patient Name

Inquiry Type

Post-Discharge Support

Assistance with post-discharge care, medication instructions, or follow-up appointments.

Ticket fields

Patient Name

Patient Date of Birth

Discharge Date

Billing and Insurance

Questions about hospital bills, insurance coverage, or payment options.

Ticket fields

Patient Name

Patient Date of Birth

Medical Records Request

Requests for copies of medical records or test results.

Ticket fields

Patient Name

Patient Date of Birth

Type of Medical Record Requested

Prescription Refills

Requests for prescription refills or medication renewals.

Ticket fields

Patient Name

Patient Date of Birth

Medication Name

Pharmacy Name

Specialist Referral

Requests for referrals to specialists or other healthcare providers.

Ticket fields

Patient Name

Patient Date of Birth

Specialist Type

Reason for Referral

Emergency Services

Requests for emergency services or urgent care.

Ticket fields

Patient Name

Patient Date of Birth

Emergency Type

Health and Wellness Inquiries

Questions about health programs, wellness initiatives, or preventative care.

Ticket fields

Patient Name

Inquiry Type

Frequently Asked Questions

Refund policy?

We offer a 15 days full refund guarantee. If you're not completely satisfied, we'll refund your purchase within 15 days of deployment.Request a refund

Will I get help after installation?

Yes, we can follow our get started guide, which contains video and text to help you get started with Zendesk Basic. You can also purchase support hours with us through your Zendesk instance.

Can I install multiple templates?

Yes, you can install multiple templates on your Zendesk instance. For example, you could install the SaaS template and the Employee Experience template to have two use cases set up in your Zendesk. This is ideal if you have multiple teams on your instance.

What's included in the template?

Each template includes pre-configured Zendesk components like ticket forms, fields, views, and triggers. These are set up based on industry best practices and can be customized after installation to match your specific needs.