How Klyrio works

Klyrio is configured around your clinic's workflows. Each step keeps clinic staff in control of consent, medical decision-making, and patient communication.

  1. Connect your clinic number or provision a new number

    Bring your existing clinic phone number, or provision a new number through Klyrio's supported telecom providers.

  2. Configure approved call and SMS workflows

    Define which administrative workflows Klyrio should automate, with copy and routing rules reviewed by your clinic.

  3. Capture patient consent through your clinic process

    Use clinic intake, booking, or registration flows to record patient consent for calls and SMS communication.

  4. Automate inbound and outbound communication

    Klyrio handles routine inbound and outbound calls and SMS within the scope of each approved workflow.

  5. Route complex or clinical issues to staff

    Any clinical question, sensitive request, or unusual situation is handed off to a member of your clinic team.

  6. Monitor performance and improve workflows

    Review call and SMS performance, refine prompts and routing, and adjust workflows over time.

How patients provide consent

Patients may opt in through intake forms, appointment booking, registration documents, or direct communication with clinic staff. Clinics are responsible for ensuring that each communication workflow has the required consent.

Klyrio supports communication with patients and clinic contacts who have provided consent to receive calls or SMS messages from the clinic. Clinics are responsible for collecting and maintaining proper consent before sending automated communications.

  • Patients may opt in through clinic intake forms.
  • Patients may opt in during appointment booking.
  • Patients may provide consent through clinic registration forms.
  • Patients may request communication directly from clinic staff.
  • Recipients can opt out of SMS by replying STOP.
  • Recipients can request help by replying HELP.

Ready to fill your schedule?

Book a demo to see how Klyrio captures inquiries from every channel, answers in seconds, and brings patients back for follow-ups — across phone, SMS, email, and web.