Scheduling that stays inside your rules
Appointment requests, rescheduling, cancellations, and recall, handled within the providers, exam rooms, visit types, hours, and handoff rules your team approves.
How scheduling stays inside your rules
Your team decides which requests can be completed without a person. The agents work inside that decision.
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A request arrives
New or existing patient, reschedule, cancellation, or a recall response, at any hour.
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Booked within office rules
Providers, exam rooms, visit types, hours, and timing. The agent offers only what your team allows.
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Outside the rules? Staff take it
Urgent, complex, or out-of-policy requests go to staff with the context captured. The agent never guesses.
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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, exam room, 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
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
See all questionsWhere does availability come from?
The agent works from the scheduling source and connection approved for the deployment, so the times it offers reflect the schedule your team manages. Every appointment and change is written back to your EHR.
Is recall part of scheduling?
Yes. The Recaller works approved recall and follow-up lists and records whether each patient scheduled, asked for a callback, declined, or did not respond. Staff see the exceptions, not the whole list.
What do staff see afterwards?
Whether an appointment was scheduled, moved, cancelled, or sent for review, with the context needed to continue, plus after-hours and peak-hour demand, and the requests that could not be completed and why. These are operational records, not promised revenue results.
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