Centralize the tribal knowledge, decision trees, and frontline logic that make specialty care bookable.
Knowledge is trapped. Workflows are messy. Not anymore.
Trapped knowledge. Messy workflows. Solved.
Dr. Martinez only sees new patients on Tuesdays. Cardiology requires an EKG first. Ortho won’t book without imaging.
Those rules live in PDFs. Visio charts. Sharon’s inbox. And the heads of three schedulers who’ve been here for 15 years. When that knowledge doesn’t connect, specialty scheduling fails, patients get booked wrong and visits get rescheduled. And MSAs waste time fixing it.
Optimize captures it all. Call center reps, schedulers, and practice managers all work from the same playbook.
Dr. Martinez only sees new patients on Tuesdays. Cardiology requires an EKG first. Ortho won’t book without imaging.
Those rules live in PDFs, Visio charts, Sharon’s inbox, and the heads of schedulers who’ve been here for 15 years. When that knowledge doesn’t connect, specialty scheduling fails.
Optimize captures it all. Call center reps, schedulers, and practice managers all work from the same playbook.
End the dead ends.
All those rules, exceptions, and preferences scattered across documents and people? Optimize structures them into decision trees that work.
Catch conflicts before patients book.
See where workflows break, fix what causes reschedules.
Route questions to the experts, instantly.
Workflows that stay current as care changes.
Cardiology changes their pre-visit requirements. Ortho adds Saturday slots. A new surgeon joins with different preferences.
In most systems, that means emails, updated spreadsheets, and hoping schedulers remember. With Optimize, update the workflow once, and everyone works from the new logic immediately.
Workflows update as requirements change.
Stop relying on a few people who “just know.”
New staff get institutional knowledge on day one.
Fragmented
Tribal Knowledge
Scheduling depends on who remembers
Hidden Rules
Requirements scattered across documents, inboxes, and spreadsheets that never align
Late Failures
Gaps surface after patients already booked
Aligned
Schedulable Logic
Rules applied consistently. Specialty care becomes bookable.
Clear Decisions
Logic is visible, governed, and applied.
Early Resolution
Issues caught and resolved before they reach patients.
0K
incremental new visits in first 6 months
0 day
reduction in time to appointment
$0
estimated admin savings per digitally enabled patient
Grow your specialty lines by making them bookable.
Clear rules for schedulers. Clear paths for patients. More completed appointments.
