Intelligent scheduling APIs seamlessly integrate with an organization’s existing technology to expand patient access and reduce manual work.

Relatient, the leading patient scheduling platform, has launched Dash Direct, an intelligent, open scheduling API platform designed to help organizations automate and manage patient interactions within their existing technology stacks, regardless of their practice management or EMR vendor. Dash Direct allows organizations to open & automate key scheduling functions across various patient access channels, enabling intelligent appointment cancellations, rescheduling and new appointment booking without staff intervention.

“When our organization set out to improve patient access and close gaps in the patient experience, we didn’t realize the innovation opportunities at our fingertips”

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While self-service scheduling adoption is increasing, many patient interactions—such as confirming, rescheduling or canceling appointments, updating insurance or personal information, and booking referral visits—still often default to contact centers, creating scheduling backlogs that staff must manage through calls, faxes and other manual processes. These manual, time-consuming tasks can easily overwhelm organizations, preventing staff from focusing on higher value patient interactions, care or operational tasks. For patients, this means long hold times, multiple phone calls and limited scheduling convenience, leading to frustration and delays in care. With Dash Direct, patients can complete appointment booking and management independently through the organization’s existing technologies, including virtual agents, appointment reminder tools, customer relationship management systems, mobile apps, online chat bots and more.

“We hear all the time from our clients that the simplest appointment and administrative tasks collectively take up most of their staff’s time. Dash Direct opens a new toolkit, enabling healthcare organizations to solve that problem through better interoperability across every point of patient access,” said Jeff Gartland, CEO of Relatient. “Our early adopters using Dash Direct have become incredibly creative, especially once they understand they can now deploy a wide range of scheduling-related functionality virtually anywhere within their operations. The power is really in the hands of the organization, and the opportunities are limitless.”

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Dash Direct can be integrated across multiple digital access points to automate intelligent scheduling within the organization, including:

  • Virtual agents: Patients can book, reschedule and update information independently, reducing inbound calls and manual data entry.
  • AI-enabled chatbots: Integrate chat seamlessly within existing systems, automating scheduling within a chat function.
  • Referral scheduling and management: Enable third parties to schedule patients in real time, eliminating manual follow-ups and reducing patient leakage.
  • Financial clearance: Automate insurance verification and updates to streamline revenue cycle processes.
  • 24/7 virtual care: Convert triaged patients into booked appointments by integrating scheduling into virtual care platforms.

“When our organization set out to improve patient access and close gaps in the patient experience, we didn’t realize the innovation opportunities at our fingertips,” said Marie D’Aiuto, director of patient access at Florida Orthpaedic Institute. “Dash Direct has transformed how we manage scheduling. By integrating automated scheduling logic into our phone trees, we’ve reduced the workload of three to four full-time staff members—potentially freeing up thousands of hours annually, and we’re just getting started. The results have been incredible.”

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Built on Relatient’s best-in-class intelligent scheduling platform, Dash Direct ensures accuracy and efficiency by adhering to provider scheduling rules and preferences, driving unmatched patient convenience without sacrificing scheduling quality. Along with custom implementations, Dash Direct offers out-of-the-box deployments with a variety of leading healthcare vendors, simplifying the adoption of advanced scheduling automation.

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Source – businesswire