Case studyService-line operationsProvider · Patient accessAugust 2026

Cutting scheduling time 80% across five specialized care programs.

An academic medical system was running specialized care programs on separate tools and spreadsheets. We brought five programs onto one platform, cutting scheduling time 80% and doubling scheduler capacity without adding staff.

Customer
Academic medical system
Scale
11 hospitals
Scope
5 specialized programs
Foundation
One shared patient record
Outcomes
80%
less scheduling time across the programs.
2×
scheduler capacity, with the same team.
5
specialized programs live on one platform.
Verified
two-way integration with the system’s EHR.

Figures are cleared for public, unattributed use.

The key finding

The programs were different. The technology underneath them didn’t need to be. One shared foundation could support each program without rebuilding scheduling and intake every time.

01 · The challenge

Each new program was built on its own tools.

The system was growing specialized care programs including Executive Health, Concierge Medicine, Occupational Health, International Patients, and the Longevity Clinic. Each was being run on its own point tools and spreadsheets. Scheduling and self-service were rebuilt for each program, capacity was difficult to coordinate, and patient information was fragmented across programs.

a

The same work was rebuilt each time. Every program set up its own scheduling and intake from scratch.

b

Capacity was hard to see. Separate tools made it hard to coordinate the capacity that already existed.

c

Patient information was split across programs. No single view of the patient across the specialized lines.

d

Slow to launch the next line. Standing up a new program meant another build, not a configuration.

02 · What changed

What changed: the programs moved onto one platform.

Before
New programIts own tools & spreadsheetsScheduling rebuilt each timeCapacity fragmented
A rebuild every time
After
New programConfigured on one platformShared patient recordSchedulers see available capacity
Reuse the foundation instead of rebuilding it
03 · The approach

The programs run on one configurable platform.

We brought Executive Health, Concierge Medicine, Occupational Health, International Patients, and the Longevity Clinic onto one platform connected to the system’s EHR. Each program can configure its own scheduling, intake, self-service, and coordination workflows while working from the same patient record.

Schedulers can see capacity across the programs instead of managing each one in isolation. That reduced scheduling time by 80% and doubled the capacity the existing team could manage.

Because capacity and demand are visible in one place, schedulers can work from what already exists instead of managing each line in isolation, which is what doubled effective capacity without adding staff.

04 · Why it holds

The next program doesn’t start from scratch.

Scheduling, intake, the patient record, and EHR integration are already in place. A new specialized program can reuse that foundation while configuring the workflows that are different.

That means the organization can add another program without rebuilding the same operational infrastructure again.

How many of your specialized programs run on their own tools?

Tell us where specialized programs are being run on spreadsheets and point solutions. Show us how your specialized programs handle scheduling, intake, and patient coordination today. We will identify what is being rebuilt across programs and where a shared foundation could reduce the work.