Semble setup guide
What you need, the seven setup steps, what happens on a booking call, and what 2care reads and writes in Semble.
3 min read
How it connects
2care connects to Semble through Semble's own API. Your practice authorises the connection, and access is limited to scheduling and the patient details a booking needs.
Consultant availability is read live during the call. Each consultation is written into Semble as the call happens, so your practice record stays single.
Terms used here
- Consultant. A clinician with their own clinics and booking rules in Semble.
- Clinic location. A site where a consultant sees patients; many sit at more than one.
- Consultation type. A kind of appointment, such as a new consultation or a follow-up, with its own length.
Before you start
| Item | Who provides it |
|---|---|
| A signed data processing agreement (DPA) with 2care | Signed before any patient data moves |
| Authorisation of the connection by a Semble administrator | Your practice manager |
| Your consultants and the clinic locations each one sits at | Your practice manager |
| Consultation types and lengths callers may book | Your practice manager |
| Your fees and the insurers you accept, if you want them quoted | Your practice manager |
Setup
- Sign the DPA. No patient data is read until it is in place, and UK hosting is available.
- Authorise the connection. Your administrator grants access in Semble, and your onboarding specialist walks them through it.
- Connect and check. We confirm that your consultants, clinic locations and consultation types come through as you expect.
- Set each consultant's rules. Tell us their clinic hours, sites, the consultation types each one offers, and anything particular to their practice.
- Add what the agent may say. Give us your fees, accepted insurers and preparation notes, and the agent answers from them.
- Run a test round trip. We book a test consultation, open it in Semble with your team watching, then cancel it.
- Switch the line over. Your number forwards to 2care at the hours you choose. See forwarding your number.
On a booking call
| Step in the call | What the caller hears | What happens in Semble |
|---|---|---|
| Identity | A request for their name and date of birth | The caller is matched to their patient record, so a returning patient is recognised |
| Availability | Open times with the consultant and at the clinic they asked for | Consultant availability is read live for that consultation type and location |
| Choice | The time they chose, read back | The slot is checked again at the moment of booking |
| Booking | Confirmation of the consultation | The consultation is written into Semble against the right consultant at the right site |
| Confirmation | A text with the date, time and address | Insurer details and the reason for the appointment are recorded with the booking |
The agent confirms the consultation only once Semble has accepted it. If the time was taken in the meantime, Semble refuses the booking and the agent offers the consultant's next open time instead.
What 2care reads
- Consultant availability, confirmed while the caller waits
- Consultation types and lengths, as your practice has configured them
- Existing patient records, so a returning patient is recognised
- Clinic locations, where a consultant sits in more than one place
- Insurer details already held against the patient
What 2care writes
- The consultation, against the right consultant at the right site
- Patient contact details, confirmed aloud before saving
- Insurer and membership details, as fields
- The reason for the appointment, recorded with the booking
- The call itself, retained against the patient record
What 2care never touches
- Clinical notes, results and medications
- Anything outside the access your practice authorised
- Any action your team could not undo: every write records the call that caused it
Fees and insurers
A private patient usually asks about fees, insurance and location before they commit. The agent answers those from what you publish to it, then goes straight on to book, with no menu and no callback.
The insurer the caller names is saved with the booking. Your team has it before the patient arrives.
Questions
Can it book against each consultant's own clinics?
Yes. Every call applies the clinic hours, sites and booking rules that belong to the consultant the patient asked for.
Is patient data held in the UK?
UK hosting is available with a DPA in place. See data residency.
How long does setup take?
Most practices are live in about 5 business days once the connection is authorised and each consultant's rules are agreed.
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