Guided Appointment Scheduling

The Problem

Patients trying to schedule, reschedule, or cancel appointments are running into roadblocks that don't just frustrate them — they negatively impact care outcomes, too.

Key Challenges

• Coordinating Appointments
  Without a process, setting up multi-step vaccinations or procedures is a logistical nightmare. Patients are stuck with systems that make finding convenient times frustrating. As a result, they miss critical steps in the care process. Schedule Confusion – Patients aren't well informed on why staying on specific timelines for treatments and diagnoses is essential. Missed care plans cause delayed treatments and even worsened health.
• Communication Breakdown
  When multiple physcians must be involved, aligning schedules is a laborious manual process.
• Phone Tag
  Handling rescheduling via phone calls often becomes a game of endless 'hold, transfer, repeat.' Long wait times frustrate patients and tie up admin teams.
• No Easy Cancellations
  Canceling an appointment isn't just inconvenient—it requires tons of administrative work, leaving patients and staff frustrated.
• Administrative Overload
  Manual processes compound into a never-ending inbox of problems for support teams, with limited tools to streamline processes effectively.

Bottom line? Patients feel frustrated, and the entire process weighs heavy on staff resources.

The Solution

When we introduce Salesforce Agentforce to our provider clients, we aren't just providing an AI-powered scheduling platform. Agentforce simplifies scheduling chaos with 24/7 self service.

Here's what Agentforce brings to the table:

• Unified Scheduling
  Agentforce integrates with EHRs, providing real-time visibility for everyone—patients, providers, and administrative teams.
• AI-Driven Smarts
  Patients no longer have to juggle time slots. The system recommended ideal appointment times while respecting care sequences. And yes, even multi-step care gets easier.
• Rescheduling Reinvented
  Forget cryptic emails and voicemails—we introduce seamless rescheduling across channels like SMS, email, and live chat, complete with automated notifications.
• Cancellations Made Simple
  Patients can cancel appointments without needing a 30-minute phone call. Plus, Agentforce notifies waitlisted patients automatically to fill that slot when cancellations happen. Everyone wins.
• Accessibility for All
  Tailored communication paths mean patients receive reminders their way, via text, email, or phone call. Accessibility tools can even be added to coordinate for transportation or other special requirements.
• Operational Efficiency
  From automated appointment confirmations to identifying patterns of no-shows, Agentforce lightens administrative workloads. Staff? Relieved.

Key Results

• Reduced Inefficiencies
  Automated workflows cut admin workloads. For example, scheduling tasks that take hours can happen in minutes.
• Happier Patients
  With faster booking, proactive reminders, and laid-out care steps, patient satisfaction scores skyrocket.
• Care Adherence? On Lock.
  Treatments begin showing better continuity as patients follow through with multi-step processes on time, a game-changer in preventing delayed health outcomes.
• Revenue Recovery
  By filling canceled slots with waitlisted patients, providers can reduce their previously wasted appointment slots.