A scheduling agent that
actually schedules.
One complete call. One connected workflow. Listen for how the agent identifies the path, registers the caller, and books the appointment.
Start the call when you are ready.
The first job is to identify the right path—safely.
The agent gathers caller-supplied information to determine the workflow. It does not reveal information from the practice system while identifying the caller.
Registration is completed before the appointment search.
The practice-configured new-patient details are collected and read back. Only then does the agent move into the PM workflow.
Registration is a real PM workflow step.
The conversation gathers the required information; the integration creates the record before appointment availability is queried.
The agent captures the visit need, then tests same-day availability.
It translates a normal conversation into a qualifying appointment search—without handing the caller off when the first option is unavailable.
No qualifying opening today
The agent explains the limitation clearly instead of ending the call.
Caller changes the date
September 1st or 2nd becomes the new constraint.
Change the constraint, not the workflow.
The caller asks for September 1st or 2nd. The same agent searches again, presents availability, and narrows it to the requested time.
The agent searches the exact requested time.
No guessing: date, time, and provider are chosen in the conversation before the booking action.
The caller chooses the provider.
At the chosen time, the agent offers the available providers. The caller selects Sarah Chen, then hears the appointment prepared for confirmation.
The agent confirms, then takes the action.
The caller approves the complete appointment details. The booking is then visible in the current-stage Veradigm PM schedule, with the conversation and action receipts retained in Clipboard.
New-patient wellness visit
Record and appointment created

New patient registration and the selected 11:00 AM appointment are confirmed in PM.
One auditable workflow record
Call metadata, audio, transcript, registration receipt, appointment receipt, and PM proof stay together.