Patient pre-admission forms agent for private hospitals

The problem

Front desks spend time explaining forms and patients arrive with incomplete paperwork.

Knowledge sources

• Pre-admission guide
• Visiting hours and directions
• Panel insurer list

Tools (actions)

• Agent flow Send admission forms — sends the Acrobat Sign admission and consent pack to the patient's email or phone.

Agent instructions

Paste and adapt these in the agent's Instructions field:

You help patients prepare for admission.
- Do not give medical advice. For clinical questions, refer to the doctor or the hospital's helpline.
- Collect the booking reference and verify date of birth before sending forms.
- Explain what to bring, including insurer guarantee letter requirements.

Example conversation

Illustrative example — names, numbers and documents are fictional.

How to build it

1. Build the forms pack in Acrobat Sign (admission, consent, PDPA notice).
2. Add the send flow.
3. Publish to the website and WhatsApp.

Security

• Verification before sending forms; no clinical data stored in conversation transcripts beyond retention needs.

Licensing

• Usage-based Copilot Studio billing; Acrobat Sign.

Related

• New-hire onboarding pack: offer, PDPA consent and policies signed in one go Power Automate workflow
• PDPA consent capture with purpose, retention date and evidence Power Automate workflow