ia.
internal automation

Internal Automation
Built to work. Yours to run.

Self-scheduling and triage for a multi-specialty clinic. −70%.

scheduling call volume. Self-scheduling, automated reminders, and routing by visit type cut the scheduling call queue 70% and reduced no-shows across nine locations.

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−70%scheduling call volume
−31%no-show rate
9locations live
8 wksto full rollout

Where the time was going.

A central scheduling team fielded thousands of calls a week across nine locations and many specialties. Each call meant matching the patient to the right provider, visit type, and location, a slow, error-prone game of phone tag that frustrated patients and staff alike.

No-shows varied wildly by specialty, and reminders were inconsistent because the team was too buried in inbound calls to run them reliably.

Mis-bookings, the wrong visit type or provider, created downstream rework and wasted clinical slots.

What we shipped.

We let patients self-schedule correctly and made reminders reliable, while keeping complex cases with the human team.

01Rules-based self-schedulingPatients book through the portal with logic that matches them to the right provider, visit type, and location automatically.
02Specialty-tuned remindersReminder cadence and channel are tuned per visit type to maximize confirmations and reschedules.
03Smart triage and routingAmbiguous or complex requests route to the scheduling team with context, not a cold callback.
04Waitlist fillCancellations trigger automatic offers to waitlisted patients so clinical slots do not sit empty.

What changed.

The scheduling team went from drowning in calls to managing exceptions.

Call volume to the scheduling line dropped 70% as routine bookings moved to self-service, and no-shows fell 31% on the back of reliable, tuned reminders and easy rescheduling. Mis-bookings dropped because routing was enforced by the system.

−70%scheduling calls
−31%no-show rate
9 siteson one consistent system

Our schedulers stopped answering the same call a thousand times and started solving the cases that actually need a person.

Patient Access Director, clinic group

Built with, and what you own.

The clinic group owns the scheduling logic, reminder configuration, and routing rules, integrated with their existing EHR and portal.

EHRPatient portalMessagingRouting rulesWorkflow engine

AI Appointment SchedulingAI Customer Service SolutionsWorkflow Automation

Questions about this build.

Does it integrate with our EHR?

Yes. We build the scheduling and routing around your existing EHR and patient portal rather than replacing them.

What about complex scheduling needs?

Routine bookings self-serve; anything complex routes to your team with full context so no patient is left in a loop.

Other builds.

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