Healthcare · Scheduling

Multi-Location Practice Routing

Route patients to the right site based on provider, insurance, and proximity.

Apps this needs

EHR / Practice System Read availability and write appointments back to your clinic system. Connect during setup
SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup

How it works

  1. Agent identifies the patient's preferred location or checks proximity to suggest the nearest site with availability.
  2. Confirms location-specific details — parking, entrance, hours — as part of booking.
  3. Applies the correct location's insurance panel and scheduling rules automatically.
  4. Logs the visit against the correct location's EHR/PMS instance for accurate reporting.

Data sources

Multi-location scheduling/insurance data Patient address for proximity

What it targets

  • Bookings routed to the correct location first-time Target 97%
  • Cross-location scheduling errors Target -1%