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Waitlist Optimization Agent

Patient AccessAccess Management

Fills cancellations and prioritizes waitlisted patients by clinical urgency and access equity rules.

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Process steps
4
Integrations
4
Data inputs

Same-day and short-notice cancellations leave expensive clinic and OR capacity unused while waitlisted patients remain uncalled

Manual waitlist management is ad hoc and often favors the easiest-to-reach patients over clinical urgency or equity goals

Access leaders lack transparent rules for who is offered released slots

The Waitlist Optimization Agent continuously matches cancellations to waitlisted patients using urgency and equity-aware prioritization

The Waitlist Optimization Agent monitors cancellations and released slots in real time, ranks waitlisted patients by clinical urgency, wait duration, and equity policies, and executes multi-channel outreach to fill openings quickly. Accepted offers are booked automatically; declines cascade to the next candidate. Analytics show fill rates, time-to-fill, and equity outcomes for access governance.

1

Maintain Dynamic Waitlists

  • Sync waitlist entries by specialty, visit type, and modality
  • Capture clinical urgency scores and equity cohort attributes
  • Track patient contact preferences and offer response history
Outcome: Waitlists stay current with prioritization attributes ready for matching.
2

Detect Open Capacity

  • Listen for cancellations, no-shows converted to open slots, and template releases
  • Validate slot constraints such as visit length, provider, and equipment needs
  • Determine fill window before the slot becomes unusable
Outcome: Each open slot is characterized for rapid candidate matching.
3

Prioritize and Offer Slots

  • Rank candidates by urgency, wait time, equity rules, and fit
  • Launch sequential or parallel outreach within the fill window
  • Book on acceptance and cascade to the next candidate on decline/timeout
Outcome: Released capacity is offered fairly and filled with the highest-priority fit.
4

Measure Fill and Equity Outcomes

  • Record time-to-fill, acceptance rates, and unused slot losses
  • Report equity distribution of offered and booked slots
  • Tune prioritization weights from operational feedback
Outcome: Access leaders gain transparent waitlist performance and equity insights.
Epic Cadence / Scheduling
Detects cancellations and books waitlist fills
CRM / Outreach Platform
Executes SMS, voice, and portal offers
Access Equity Rules Engine
Applies prioritization and fairness policies
Analytics Warehouse
Tracks fill rate, wait time, and equity KPIs