Start the right sequence
Start outreach from referrals, authorization status, recalls, or scheduling.
Fill schedules. Skip the phone tag.
Send reminders, follow up on referrals, and fill open slots by text, email, and phone.
Book a demo →Outreach sequence
Every patient stays in a visible communication path.
Trigger, channel, response, and exception in one place.
Fictional demo data. Configuration varies by clinic.
Referral outreach sequence
Patient respondedDay 0
SMS sent
Clinic-approved booking message delivered.
Day 1
Patient replied
Requested an afternoon appointment.
Day 1
Booking exception
Returned to staff with response context.
Response summary
“Afternoons work best. Is there anything next Tuesday?”
Returned to the scheduling queue with channel, response, and preferred timing attached.
How the workflow runs
The AI outreach agent follows clinic rules and keeps responses organized.
Outreach sequences can reflect the channels and escalation steps your clinic uses.
Reach patients across channels
Use SMS, email, and phone according to clinic preferences.
Update the workflow
Capture confirmations, cancellations, rescheduling needs, and exceptions for staff review.
Where Book Health fits
Use the right outreach sequence for the work already in the queue.
Track each patient until they respond, book, or need help.
Unscheduled referrals
Outreach after review. No-replies and exceptions visible.
Recalls and care gaps
Run repeatable contact sequences based on clinic timing, channel, and escalation rules.
Confirmations and rescheduling
Routine replies captured. Changes and unclear requests go to staff.
Cancellations and waitlists
Open slots offered by your eligibility and booking rules.
Questions about Scheduling & Outreach
We support SMS, email, and voice outreach for reminders, follow-up, and scheduling workflows.
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