Primary Care Clinic
A front desk coordinator and care team manage daily patient access — scheduling, intake, reminders, and readiness — entirely within the tools they already use.
Google Calendar
Patient Scheduling — Dr. Rivera's ClinicToday — April 14, 2026
8:00 AMConfirmed
Maria G., 62AI Suggested
Annual Wellness8:30 AMConfirmed
James P., 45
Follow-up — Diabetes9:00 AMPending
Sarah M., 34
New Patient9:30 AMConfirmed
Robert K., 71AI Suggested
Post-Discharge Check10:00 AMPending
Lisa T., 28
Sick VisitPower Apps
Patient Self-SchedulingBook Your Appointment
ProviderDr. Rivera — Family Medicine
Visit TypeFollow-up Visit
Suggested TimeTue, Apr 15 at 2:30 PM
Best FitOutlook
Automated Patient RemindersTo: Maria G.24h before
Appointment Reminder — Tomorrow 8:00 AM
Auto-sentSent
To: James P.48h before
Please complete intake forms
Auto-sentOpened
To: Sarah M.72h before
Welcome! Complete your new patient forms
Auto-sentSent
SharePoint
Care Team Readiness Dashboard| Patient | Time | Forms | Insurance | Status |
|---|---|---|---|---|
| Maria G. | 8:00 AM | Ready | ||
| James P. | 8:30 AM | Ready | ||
| Sarah M. | 9:00 AM | Incomplete | ||
| Robert K. | 9:30 AM | Needs Review | ||
| Lisa T. | 10:00 AM | Not Started |
Before
- Scheduling in one system, intake in another, reminders from a third
- Staff toggling between 4+ applications per patient
- No visibility into who's checked in, who completed forms, who needs follow-up
- Manual phone calls for appointment reminders
After
- Scheduling, intake, and reminders in one unified workflow
- Staff works in Teams or Google Workspace — no context switching
- Real-time readiness dashboard shows patient status at a glance
- Automated reminders via SMS and email with zero manual effort
"This is not new software. This is your existing environment, configured so your front desk never has to leave the tools they already know."
Key Takeaway