Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 12 Next »

Document Title: Orbita Appointment Scheduling Solution

Solution Version: V 1.0.0

Creation Date:

Author: ORBITA

Solution

Why was it created?

Orbita Solution Center offers packaged pre-built experiences. All the solutions have been designed with the goals of improving time-to-value and decreasing implementation time. ( Learn more about Solution Center here: 4.0 Orbita Solution Center

The Appointment Scheduling solution is created to help patients manage their care with convenience and flexibility. On the other hand, it is also used by the sales representatives to reach the HCPs and vice versa.

What is its purpose?

The purpose is to help organizations increase productivity with a self-service 24/7 solution that helps reduce the need for support staff and call volume by providing faster and easier scheduling alternatives.

How does it work?

Unlike traditional solutions like making a phone call, speaking to a person, multiple IVR options or downloading a scheduling app, the Appointment Scheduling is an omni-channel, conversation driven solution that can integrate with your existing applications.

Solution Implementation

How do you install it?

The module comes with all prebuilt and customizable conversation flows, dashboards, and interaction models.

How to Install a Package:

  1. Login to Experience Manager

  2. Navigate to your project > Project side navigation menu > Create > Agents > Package

  3. Click the Install button against the Appointment Scheduling solution.

Dashboards

How to access dashboards?

After the solution installation, you can access the pre-built dashboards from the Project side navigation menu > Report > Dashboards.

Given below is the sample screenshot of the Appointement Scheduling Dashboard.

What dashboards & visualizations are available and what purpose do they serve?

For Appointment Scheduling, there is a single dashboard available in the first version. The Appointment Scheduling Dashboard does not contain any PHI. 

The dashboard contains the following:

Metric

Description

Visual

Number of Appointments Initiated

A count of the total number of initiated appointment requests within the set timeframe.  This count includes all appointment scheduling requests initiated, whether or not the end user completed the request by scheduling

Number of Appointments Scheduled

A count of the total number of scheduled appointment requests within the set timeframe.  This count only includes  appointment scheduling requests that were completed and successfully scheduled.

Initiated vs Scheduled Appointments

A visual representation of appointment requests that were initiated versus those that were actually scheduled.

Appointments Scheduled Over Time

A visual that helps business users understand how and when their population is engaging with the scheduling solution.  This can be used to establish baselines in adoption of the solution and to track engagement over time.

Appointment Types Scheduled

A visualization of the distribution of appointment types scheduled by users of the system.  This metric only includes appointments that were successfully scheduled, it will not include details for users that did not complete scheduling.

A table that represents the above pie chart values.

Age Distribution

A bar graph that shows engagement of the appointment scheduling solution by age groupings.  Business users can better understand the population using our solution and consider more tailored services.

Customizing the dashboard

You can create your own visualizations for the program registration in Insights. Refer, Guide to Orbita Insights

The Appointment Scheduling solution data is captured in the data-<environment>-backend.userinfo index pattern.

Module Customization

How can I update content and phrases?

How to update the branding of the chatbot

How to update the email template sent to the User with my customer brand?

Can I customize the dashboard?

Integrations

  • No labels