How we work
- 1
Evaluation Free
A quick check of how your practice books patients, sends reminders and fills cancellations. You get first findings, quick wins, and a clear answer on whether a closer look is worth it. Two ways to do it:
With usFill in a short intake form, then talk it through on a 30-minute video call.
Book a free evaluation - 2
Data analysis
A close look at a year of your appointment history, how your team works, and what your EHR and other tools can and can't do, all under a signed BAA. You get a plan with what to change, in what order, and at what cost, including what your team can do on its own.
- 3
Setup
The parts your practice needs, set up in your tools, with your team trained to use them. You get a scheduling system your team runs every day, and fill rates before and after that show what changed.
What the system is made of
No single tool fixes scheduling on its own. It takes clear policies and the right technology, working together.
Four parts that rely on each other. The plan shows which ones your practice needs, and in what form.
Rules and policies
What a patient must complete before a visit, such as forms, records and insurance details, and by when.
Readiness check
Shows your team which patients are behind, early enough to release a visit that won't be ready.
Reminders
Tell each patient by email and text what's still missing, not only the date and time.
Waiting list
Offers every slot that opens up to the patients who fit it best.
More on scheduling
A psychiatry practice that fills most of its first visits
A twelve-week wait, and a third of first visits cancelled. What makes the difference is what happens after a cancellation.
See the case study
of first-visit slots end in a completed visit.