Solutions

Contact Center Scheduling with MDfit Advisor

Give your schedulers and agents a single pane of glass for complex, multi-resource scheduling, with your rules and triage built in.

Contact Centers - Advisor

Coordinate complex scheduling from one workspace.

Help your staff coordinate providers, rooms, equipment, connected visits, and referrals. We handle the complex triage and scheduling rules, along with visit code automation, so your staff can better focus on your patients. We bring all scheduling together (even multiple EMR/EHRs) into one simplified single pane of glass workspace.

One Advisor workspace

Two connected EMR/EHR systems

  1. Visit 1EMR A
    Specialist consultProvider + exam room
  2. Visit 2EMR B
    ImagingEquipment + technologist
  3. Visit 3EMR A
    Results follow-upProvider, after imaging
Illustrative connected visit. Advisor sequences related appointments in the required order, following your visit slots, to coordinate the resources each one needs, and writes each booking back to the system that owns it.
  • Coordinate resources

    Book the provider, equipment, and related visit code resources in one simple workflow, eliminating staff scheduling errors.

  • Connect related visits

    Sequence care plans and turn referrals into scheduled appointments without hand-offs.

  • Work across connected systems

    Schedule against multiple EMR/EHR systems from a single view, with real-time synchronization.

Capabilities in detail

Coordinate complex visitsApply your rules and policies to visits that need more than one resource.
  • Complex rules and organizational policies

    Handle multi-resource requirements, specialty-specific constraints, and organizational policies that simpler scheduling tools cannot represent.

  • Provider, equipment, and room coordination

    Coordinate every resource a single visit requires so the appointment is only offered when all of them are available together.

  • Visit codes and scheduling triage

    Capture the visit code and triage questions needed to schedule each appointment type correctly the first time.

Connect care and referralsBook related visits in the right order and activate referrals into appointments.
  • Sequential visits and care plans

    Coordinate sequential scheduling and multi-visit care plans across your enterprise so related visits are booked together in the required order.

  • Referral activation and provider matching

    Convert referrals to scheduled appointments with provider matching and availability optimization, turning referral-to-appointment workflows into completed bookings.

Work across systemsOne workspace over several EMR/EHR systems, kept in sync both directions.
  • Multi-EMR workspace

    Schedule across more than one EMR/EHR from a single consolidated view when your organization operates several systems.

  • Bidirectional write-back and synchronization

    Supported write-back and synchronization keep scheduling accurate across MDfit and your EMR/EHR, whether an appointment is booked in MDfit or directly in the EMR/EHR.

Manage teams and rulesGive your staff one simple workspace and keep scheduling consistent across all staff, pods, contact centers, and front desk operations.
  • Contact-center workspace

    A single pane of glass for agents and schedulers, bringing provider information, rules-based scheduling, and connected systems into one workflow.

  • Enterprise governance

    Governance controls for multi-site deployments so scheduling rules and configuration stay consistent across locations and departments.

  • Role-based reporting

    Role-based reporting dashboards for supervisors, operations, and leadership.

Configuration and integration

MDfit's integration layer connects your organization's scheduling rules, provider information, triage and slot types, and visit requirements together into one electronic protocol system. Those protocols are then enforced across all scheduling operations, eliminating errors and mis-scheduled appointments. Advisor can be implemented on its own for your staff or alongside any other MDfit solution.

Built on over a decade of scheduling

The MDfit scheduling platform has helped healthcare organizations deliver patient access for more than 13 years. Thousands of patient access specialists and schedulers have completed more than 29 million appointments on the platform, and during business hours MDfit schedules a new appointment on average every three seconds.

Advisor scheduling workspace showing a patient banner, search filters for specialties, insurance, and provider, and a list of matching providers with open appointment times across upcoming days.
Illustrative Advisor workspace with example filters for schedulers and staff to quickly and accurately schedule across every connected system in a single view.