01REPRESENTATIVE SCENARIO
Appointment confirmation and reminder line
- SITUATION
- Confirmations, changes and cancellations arrive through separate channels. The calendar record and the latest patient message are not updated at the same time.
- WHAT IS BUILT
- CRM Orchestration keeps the appointment status in one record. The Follow-up Engine writes a reminder draft according to the institution's approved communication rule. No sensitive content is used, and sending depends on an authorised approval. An incoming reply is matched to the appointment record from the Lead Hub.
- HOW IT IS MEASURED
- How long confirmations wait, and appointments that were rescheduled, stay in the calendar log. So do unmatched replies and records that reached a person because of a communication error.