AI & Automation

Pre-Screened Patients
Book Themselves In

Your coordinators spend hours every week on scheduling logistics — confirming appointments, sending reminders, rescheduling no-shows. We automate the entire scheduling cycle so patients book, confirm, and reschedule themselves while your team focuses on the appointments already on the calendar.

Streamline My Scheduling
What It Covers

Automated Scheduling From Pre-Screen to Confirmed Appointment

Once a patient passes pre-screening, the scheduling system takes over — offering available slots from your real calendar, confirming the booking immediately, and sending a structured reminder sequence leading up to the appointment. The patient self-serves every step. Your calendar fills without coordinator intervention.

Cancellations and no-shows trigger an automatic re-engagement flow — not a task on a coordinator's list. The slot is freed and the patient receives a reschedule prompt before the missed appointment has even been processed manually.

Scheduling Built for Research Sites

Clinical research scheduling has constraints general appointment systems do not handle — protocol-specific availability windows, coordinator assignment, visit type routing. We configure the system around your site's specific scheduling logic, not generic booking flows.

How It Works

Pre-Screened.
Booked. Reminded.

01

Post-Screen Booking

The moment a patient clears pre-screening, they receive a scheduling link showing real-time availability from your calendar. Patients pick their own time and confirm immediately — no back-and-forth, no coordinator involvement required to get the appointment on the books.

02

Automated Reminder Sequence

Confirmed appointments trigger a structured reminder sequence — 48-hour reminder, 24-hour reminder, and a same-day reminder — sent across the patient's preferred channel (SMS, email, or both). No-show rates drop when patients are reminded consistently without anyone manually sending messages.

03

Cancellation & Rescheduling Flow

Cancellations and no-shows automatically trigger a rescheduling prompt sent to the patient. The slot opens on the calendar instantly. Patients who reschedule re-enter the reminder sequence without coordinator involvement.

What Changes

What You Get
When It Runs

Scheduling is the stage where most research sites bleed time and patients. Automating it removes the friction that causes patients to drop off between pre-screening and their first visit. These are the results.

Calendar Fills Without Coordinator Time

Pre-screened patients book themselves directly from your calendar. Coordinators see confirmed appointments — not a queue of patients waiting to be scheduled manually.

Fewer No-Shows

Consistent multi-channel reminder sequences delivered on schedule — not when a coordinator had time — reduce no-show rates significantly. Sites using automated reminders consistently see 30–50% fewer missed appointments.

Faster Time to First Visit

Patients who book immediately after pre-screening show up at a higher rate than patients who are contacted later to schedule. Automated post-screen booking removes the delay that costs conversions.

Recovered Cancellations

Automatic rescheduling prompts recover a meaningful percentage of cancellations that would otherwise be lost. Patients who cancel are not gone — they are patients who need a new time, and the system finds one for them immediately.

See How Much Scheduling Time Your Coordinators Could Get Back

On a 1-hour discovery call we review your current scheduling process, calculate how much coordinator time is going to logistics that could be automated, and show you what a fully automated scheduling system for your site would look like.

Book Your Discovery Call

Free · 1 hour · No commitment required