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01
Connect your calendars and define intake
Sync provider calendars, add availability rules, and configure your virtual care intake process with forms, consent, and insurance details collected before booking.
02
Create triage and routing logic
Use conditional routing to power telemedicine patient triage. Direct new or returning patients to the right clinician, location, or telehealth room based on responses.
03
Automate reminders and follow-ups
Deploy reminders across email, SMS, and WhatsApp. Trigger post-visit care plans, refills, and satisfaction surveys with compliant workflows across your telehealth stack.
01
Accelerate compliant patient intake
A modern telehealth onboarding workflow reduces friction for new and returning patients. Collect demographics, consent, and insurance in advance, then validate responses with logic that flags missing details before time is lost. Conditional questions personalize intake by specialty or visit type, while secure file upload supports IDs or referrals. With data validated upfront and synced into your systems, clinicians start visits with context and fewer surprises, increasing first-contact resolution and patient satisfaction across your virtual care intake process.
02
Route every patient to the right provider
Use rules-based telemedicine patient triage to match patients with the right clinician, time, and modality. Route by symptoms, language, time zone, licensure, network status, or risk tier. Send acute cases to on-call teams, push non-urgent issues to asynchronous slots, and direct behavioral health to longer sessions. Automated logic prevents double booking and no-fit appointments, improving utilization and clinical outcomes while maintaining a smooth remote patient scheduling flow that respects patient preferences.
03
Reduce no-shows and increase throughput
Automated confirmations, reminders, and rescheduling prevent missed appointments without extra staff work. Choose timing and channels that fit your care model, then personalize content by visit type. Secure links, device checks, and pre-visit instructions ensure patients arrive prepared, lowering drop-off and shortening visit time. Intelligent buffers and hold windows keep schedules tight but humane, enabling your team to see more patients without feeling rushed or risking burnout.
04
Build on open, secure scheduling infrastructure
Cal.com pairs open-source flexibility with an API-first architecture that adapts to your stack. Self-host or use the hosted cloud to meet security needs, and align with your telehealth compliance checklist. Integrate identity, EHR, payments, or messaging with robust webhooks and SDKs. Centralize rules once, then reuse logic across clinics and service lines. As you grow, add advanced workflows like multi-party sessions, supervision, or group therapy, all controlled from a single, developer-friendly platform.
HIPAA-ready deployment options
Choose hosted or self-hosted to align with security requirements. Control data residency and integrate with your existing audit and monitoring tools.
Advanced intake and routing
Design forms and conditional logic for virtual care intake, then route by symptoms, location, licensure, language, insurance, or priority queues.
Multi-channel reminders and instructions
Send branded email, SMS, or WhatsApp reminders with device checks, consent prompts, and prep steps tailored to visit type.
Provider pools and on-call logic
Pool clinicians by specialty and region. Auto-assign or round-robin based on workload, time zone, and service level policies.
Group and multi-party visits
Support caregiver participation, interpreters, case managers, or supervisors with secure, role-based access and personalized notifications.
APIs, webhooks, and integrations
Use REST and GraphQL APIs to manage events, participants, and workflows. Trigger webhooks to EHRs, CRMs, payments, and analytics.
Get started with telehealth workflows
Launch intake, triage, and scheduling that patients and clinicians trust. Try Cal.com free, explore the API, or talk to our team about self-hosting and enterprise controls. Build your workflow today.
