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use case / Health clinics

From scheduling to exam results with continuity of care

A clinic receives scheduling, confirmation, rescheduling and result questions. The flow can involve different locations, specialties and front desks, while operational information stays scattered and recurring patients need to be identified all over again.

01 / the challenge

When context
gets scattered.

A clinic receives scheduling, confirmation, rescheduling and result questions. The flow can involve different locations, specialties and front desks, while operational information stays scattered and recurring patients need to be identified all over again.

Without an organized operation, the team wastes time trying to understand the history, transfers conversations without context and asks again for information that was already in the conversation.

02 / the solution

The flow gains
continuity.

Queues by specialty or location organize routing. The calendar, with multiple calendars and Google Calendar sync, brings appointments together. Workflows send reminders and ask for confirmation, and tags differentiate confirmed, reschedule, awaiting result and follow-up. CX Score measures service satisfaction by queue and agent. Notes record operational context without replacing medical records. The transfer carries the reason and the history.

SchedulingConfirmationAppointmentResult
03 / achieved benefits

More clarity at
every step.

01Queues by specialty or location.
02Calendar with multiple calendars and Google Calendar.
03Reminder and confirmation through a workflow.
04Tags for confirmation, rescheduling and results.
05CX Score by queue and by agent.
06Operational notes without replacing medical records.
04 / example in practice

One journey.
Several steps.

flow in context

A patient books a dermatology appointment via WhatsApp and it shows up on the location's calendar. A workflow sends the reminder and asks for confirmation; the reply updates the tag. After the appointment, she asks about an exam and the front desk transfers to the responsible team with history and reason. Management follows the service CX Score by queue.

05 / highlight

Even across different locations and teams, context follows the conversation. Notes don't replace medical records.