About the client
Our client is a health care and medical services provider for homebound older adults with complex health needs. They improve people’s quality of life in the comfort of their homes.
Client challenges
Without a proper appointment management system, the client faced several challenges communicating with their patients. Managing appointment schedules and ensuring timely reminders, cancellations, and confirmations took time and effort with the existing inefficient, traditional method. LevelShift implemented Mogli SMS for Salesforce and created custom workflows with the existing Salesforce system to automatically trigger SMS via Mogli SMS. We configured the Mogli SMS pack specifically to meet the client’s business needs, including setting up automated messages for appointments, reminders, and other business processes.
Solution
Appointment management system enhanced the client’s business operations
- Efficiency: The automated messaging system significantly improved the productivity of the client’s scheduler team. Scheduling appointments became a smooth process, reducing manual efforts and minimizing errors.
- Improved customer experience: The patients benefited from the convenience of receiving automated messages about their appointment status without going through the earlier process of tracking down details and placing calls to the client.
- Reduced No-shows: Due to timely reminders and easy communication options, appointment no-shows were notably reduced. Customers were more engaged and responsive, leading to a more reliable appointment scheduling process.
- Time and cost savings: The automated solution saved the scheduler team time and resulted in cost savings. This reduced manual interventions and contributed to overall operational efficiency.
Benefits
LevelShift implemented Mogli SMS, transformed the client’s business operation, automated scheduling and status messages, improved patient experience, and saved time and costs.