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TalentXM

AI Agent · Healthcare · Patient access

ScheduleXM

Handle routine appointment requests so schedulers can focus on the difficult ones.

Request an Agent PilotSee how it works
Validated POC

Built and tested against an athenahealth sandbox.

Outcome

An appointment scheduling agent that understands a booking request, finds suitable slots and prepares the booking for confirmation.

Intended user
Scheduling and contact-centre teams in clinics and provider groups.
Status
Validated POC
Inputs
  • Patient request by message or form
  • Provider schedules and appointment types
  • Scheduling rules set by the practice

Workflow

Today, and with the agent.

Current workflow

  1. Requests arrive by phone, portal and email
  2. Schedulers search several calendars for each request
  3. Simple bookings take the same time as complex ones

Assisted workflow

  1. Routine requests arrive with suitable slots already found
  2. Schedulers confirm or adjust instead of searching
  3. Complex requests are flagged and routed straight to a person

Capabilities

What the agent does.

  • Identifies the appointment type and urgency from the request
  • Searches available slots that match the practice's rules
  • Proposes options and prepares the booking
  • Routes complex or clinical requests to a scheduler

What it does not do

  • Give clinical advice or triage symptoms
  • Override provider schedule rules or templates
  • Book appointments that the practice has marked for staff only

Architecture

How information moves.

Inputs are read with scoped access. The agent prepares the work. A person decides before anything is written back.

  1. Inputs

    Patient request by message or form

  2. Agent

    Identifies the appointment type and urgency from the request

  3. Human decision

    Clinical or urgent request

  4. Systems

    athenahealth, Large language model

Human oversight

Where a person decides.

These decision points are part of the design, not an optional setting.

  1. Clinical or urgent request

    Scheduler or clinical staff

    Anything that may need clinical judgement goes to a person.

  2. Booking confirmation

    Scheduler

    Staff confirm bookings while the practice builds confidence in the agent.

Security, evaluation and deployment

Security controls

  • Sandbox-first build before any production connection
  • Role-scoped EHR API access
  • Conversation records retained under the practice's policy

Evaluation measures

  • Requests handled without rework
  • Time from request to confirmed booking
  • Requests correctly routed to staff

Deployment options

  • Client cloud account
  • Managed service

Technologies

Built with, and connects to.

Tested means used in the proof of concept. Designed for means the connection is designed but not yet tested with live data.

Platforms

  • athenahealthDesigned for

AI

  • Large language modelTested

Demo

See ScheduleXM work.

ScheduleXM POC walkthrough2:48

From the POC Library

2:48

Healthcare

ScheduleXM: Conversational Patient Scheduling

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

  • athenahealth
  • Model Context Protocol (MCP)
  • Large language model

FAQ

Common questions.

Which EHRs does ScheduleXM support?

The proof of concept was built against an athenahealth sandbox. Other EHRs are assessed during pilot scoping.

Can patients use it directly?

That is a pilot decision. Most practices start with staff-facing use and extend once results are reviewed.

Request an Agent Pilot

Pilot ScheduleXM on your workflow.

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

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

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