LevelShift Enhances Appointment Management Using Salesforce and Mogli SMS

Our client is a healthcare 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.

The client faced several challenges communicating with their patients without a proper appointment management system. 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 to meet the client’s business needs, including setting up automated messages for appointments, reminders, and other business processes.

LevelShift implemented an automated appointment management system to enhance the client’s business operations and streamline scheduling processes. The solution included:

• 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.

By implementing Mogli SMS, LevelShift enhanced the client’s appointment management system, improving efficiency, patient engagement, and operational performance. The benefits include:

• Automated scheduling and status messages: Streamlined appointment management and reduced manual effort.

• Improved patient experience: Patients received timely updates, minimizing confusion and follow-ups.

• Increased efficiency: Scheduler team productivity improved through reduced manual interventions.

• Time and cost savings: Automation lowered operational costs and saved staff time.