
Agentic Intelligence for Appointment Scheduling
Curious about Sarah's capabilities?

Availability Check
Sarah checks your facility's defined working hours and available time slots based on your EHR calendar. Sarah ensures scheduling attempts happen during approved calling hours & within specified area codes.
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Insurance Verification
Sarah automatically verifies insurance coverage and benefits before scheduling to prevent appointment delays. If additional information is needed, Sarah notifies the patient and intake team.
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Document Collection
Sarah identifies any missing documents or information needed for the appointment and automatically reaches out to patients via phone and SMS to request them, following your facility's communication preferences.
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Appointment Confirmation
Sarah schedules the appointment in your EHR system, sends confirmation details to the patient, and can answer common questions about facility location, visiting hours, and clinic policies based on your custom settings.
Next-Gen Scheduling: Expediting Revenue Acceleration
Automated patient outreach across voice, SMS, and email within business hours
Intelligent handling of facility-specific queries and appointment logistics
Smart collection and verification of pre-appointment requirements
Dynamic slot allocation with insurance and authorization awareness
Customizable business rules and facility-specific knowledge base
Sub-second synchronization with EHR scheduling systems
Proactive handling of scheduling constraints and requirements
Secure, compliant patient interactions across all channels
85% reduction in manual scheduling coordination
>95% automated resolution of common scheduling queries
Seamless handling from 50 to 5,000+ monthly appointments
Real-time dashboard tracking scheduling efficiency, fill rates, and patient engagement