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User Workflow

Intelligent Appointment Management enables call center agents and care coordinators to select visit types, dates, and providers from a facility's EHR system to match a patient's needs.

Booking an appointment in Health Cloud involves these steps by the call center agent:

  1. Select an appropriate “visit type” for the service the patient needs.
  2. View a set of available time slots for the resulting practitioners, facilities, date range and visit type.
  3. Discuss them with the patient and select a time slot.
  4. Book an appointment for that time slot.
  5. Handle any rejection of the booking request by the source system.
User view of appointment booking component