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Proof of concept · Healthcare

ScheduleXM: Conversational Patient Scheduling

A conversational assistant that books, reschedules, cancels and checks in patients inside athenahealth, through 37 MCP skills.

Video and presentation

ScheduleXM POC walkthrough2:48

In the video

Select a time to play the video from that point.

  1. The front-desk workload

    Calls, slot searches, rescheduling and cancellations fill the front desk's day while patients wait on hold or try to book after hours.

  2. Meet ScheduleXM

    An AI scheduling assistant connected to athenahealth. Teams ask for scheduling actions in natural language instead of navigating screens.

  3. Booking an appointment

    When a patient calls, the assistant finds the department and provider, retrieves open slots, registers a new patient if needed and records the booking in athenahealth.

  4. Rescheduling and cancellations

    Staff search new availability, move or cancel appointments through the same assistant, and a cancelled slot is released for another booking.

  5. Check-in

    ScheduleXM uses athenahealth visit management to start check-in, review the required information and complete it.

  6. The integration engine

    37 AI-accessible skills, connected through Model Context Protocol, cover appointments, patients, providers, check-in and reporting.

  7. Roadmap

    Next steps extend toward patient self-service, appointment confirmations and calendar synchronization.

Overview

The problem, and what the POC does.

The problem

Front desks spend hours answering calls, searching for open slots, rescheduling visits and handling cancellations, while patients wait on hold or try to book after office hours. Every appointment means moving through several EHR screens.

What the POC does

Staff tell ScheduleXM what they need in plain language. It identifies the right department and provider, retrieves open slots, registers a new patient when needed and books the visit, which is recorded in athenahealth. The same assistant reschedules and cancels, releases freed slots and runs check-in, with the EHR kept at the centre.

Outcomes

What it is built to improve.

  • Scheduling actions requested in plain language instead of across several screens
  • Cancelled slots released for another booking, so capacity gets used
  • Booking, changes and check-in handled in one connected flow
  • Front-desk time moved from repetitive admin to supporting patients

Boundaries built in

  • Keeps athenahealth as the system of record. It makes the EHR easier to use and does not replace it.

Technologies used

Request an Agent Pilot

Run ScheduleXM on your workflow.

Tell us about your systems and timeline. We will scope a pilot with agreed measures and human decision points.

For example your EHR, ERP, integration platform or Microsoft 365.

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