Healthcare · Scheduling

Second-Opinion Request Coordination

Handle second-opinion requests smoothly, including records transfer coordination.

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
Inbound Email Let the agent read and answer email enquiries. Connect during setup

How it works

  1. Agent captures the request and identifies what records/imaging need transfer from the original provider.
  2. Coordinates the records request with patient consent/authorization captured and logged.
  3. Confirms receipt of records before booking, avoiding a wasted visit without complete information.
  4. Confirms what to expect and bring, and writes the appointment to the schedule.

Data sources

EHR records/consent management Referring provider contact

What it targets

  • Second-opinion visits with complete records available Target 90%
  • Second-opinion request-to-scheduled-visit time Target 5d