Start the right sequence
Trigger outreach from a referral, recall, reminder, or scheduling workflow.
Keep every referral, recall, and open slot moving.
An AI outreach agent runs configurable sequences across text, email, and phone, captures patient responses, and escalates exceptions - without asking MOAs to restart the chase each morning.
Book a demo →For Medical office assistants coordinating referrals, recalls, and appointment follow-up
Outreach breaks when every patient needs another manual touch.
Referral lists, recalls, reminders, and waitlists create repeated follow-up work. When the day gets busy, patients wait and staff lose a clear view of who has responded.
Repeated calls and voicemail
Unscheduled referrals aging in the queue
Cancellations and waitlists handled manually
More room for patient-facing work
Keep every referral, recall, and open slot moving.
What this means in practice
Give the queue a defined owner, status, and next step.
Referral lists, recalls, reminders, and waitlists create repeated follow-up work. When the day gets busy, patients wait and staff lose a clear view of who has responded.
Outreach sequences can reflect the channels and escalation steps your clinic uses.
Start with a concrete workflow: Unscheduled referrals. Start clinic-defined outreach after the appropriate review step and keep non-response or booking exceptions visible.
Less chasing
Routine follow-up continues without an MOA restarting it each day.
Clearer status
Teams can distinguish reached, pending, and escalated patients.
More usable capacity
Cancellations and waitlist openings can move into an organized outreach process.
Representative outreach sequence
Every patient stays in a visible communication path.
We keep the trigger, channel, response, and exception together so staff can act with context instead of restarting the chase.
Illustrative workflow using synthetic information. Final configuration depends on clinic rules, systems, consent, and implementation scope.
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.
The value is not sending more messages. It is keeping each patient in a defined administrative path until they respond, schedule, or need staff help.
Unscheduled referrals
Start clinic-defined outreach after the appropriate review step and keep non-response or booking exceptions visible.
Recalls and care gaps
Run repeatable contact sequences based on clinic timing, channel, and escalation rules.
Confirmations and rescheduling
Capture routine appointment responses and return schedule changes or uncertain requests to the right staff workflow.
Cancellations and waitlists
Offer open capacity through a controlled sequence that respects eligibility, timing, and clinic booking policy.
Scheduling & Outreach outcomes
What changes for the people doing the work.
We support medical office assistants coordinating referrals, recalls, and appointment follow-up while keeping operational and clinical oversight visible.
Less chasing
Routine follow-up continues without an MOA restarting it each day.
Clearer status
Teams can distinguish reached, pending, and escalated patients.
More usable capacity
Cancellations and waitlist openings can move into an organized outreach process.
Evaluating Scheduling & Outreach
What buyers should validate before deployment.
Review the workflow, connected systems, privacy obligations, staff responsibilities, implementation boundaries, and the outcome your organization expects.
Canadian by design
Patient data is stored and processed in Canada, with workflows designed around Canadian healthcare operations.
Works with your EMR
We connect with systems Canadian clinics already use, including OSCAR Pro, Accuro, and TELUS Health products.
Human oversight
AI handles repetitive administrative work while clinic teams retain oversight of clinical decisions and sensitive actions.
Implementation support
Our team maps workflows, configures clinic rules, and supports onboarding without replacing the EMR.
Questions about Scheduling & Outreach
We support SMS, email, and voice outreach for reminders, follow-up, and scheduling workflows.
Continue exploring
See the workflow with your team