Schedules
Scheduling that stays inside your rules
Appointment requests, rescheduling, cancellations, and recall — handled within the providers, operatories, visit types, hours, and handoff rules your office approves.
How scheduling stays inside your rules
The practice decides which requests can be completed without a person. The agents work inside that decision.
- 01
A request arrives
New or existing patient, reschedule, cancellation, or a recall response — at any hour.
- 02
Booked within office rules
Providers, operatories, visit types, hours, and timing — the agent offers only what your office allows.
- 03
Outside the rules? Staff take it
Urgent, complex, or out-of-policy requests go to staff with the context captured — the agent never guesses.
- 04
The schedule is updated
Scheduled, moved, cancelled, or sent for review — recorded with the next step.
What scheduling covers today
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New and existing patient requests
Appointment requests completed within approved rules, at any hour.
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Reschedules and cancellations
Changes handled the same way — and short-notice openings surfaced for recovery.
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Your rules, honored
Office hours, provider, operatory, visit-type, and timing rules decide what can be offered.
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Confirmations and prompts
Appointment confirmation and rescheduling prompts run on your approved cadence.
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Recall, worked
Hygiene and preventive recall worked from approved lists — staff see the exceptions, not the whole list.
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Handoffs to staff
Urgent, complex, or out-of-policy situations reach your team with context attached.
Frequently Asked Questions
The agent works from the scheduling source and connection approved for the deployment, so the times it offers reflect the schedule your team manages. Integration availability is confirmed during evaluation and labelled available, pilot, planned, or custom — no connection is assumed.