How We Transformed Aylo Health's Scheduling System With Salesforce

Our team created a unique solution–which involved combining parts of the existing electronic medical record scheduling system with a rebuild in native Salesforce. The new, customized scheduling application serves both internal staff and external patient scheduling–including for providers and non-provider resources, and captures patient information, and more. The elaborate system also includes a scheduling audit log for tracking related activity.

The solution also called for heavily customized integration with Marketing Cloud to facilitate patient communication around scheduled appointments. In addition, to bolster Aylo Health’s existing IP phone system, we added chat features to the website custom portal and integrated scheduling system, to allow for call and contact center support. Further, all potential patient information could then be filtered into Salesforce CRM.

The scheduling tool can be broken down into three primary purposes:

• Contact Center Scheduling: for internal contact center employees to schedule patients, input data, and more.
• Aylo Health Staff Scheduling: for internal staff and healthcare providers to schedule patients.
• Patient Self Scheduling: for external patient scheduling and maintenance of their own appointments—so they can cancel and reschedule, as well.