01
Connect calendars, EMR, and intake forms
Connect Google, Outlook, or iCal calendars to prevent double booking across providers and rooms. Add Cal.com Routing Forms and booking questions to capture clinical details as part of your patient intake process, from insurance and reason for visit to accessibility needs. For new patient onboarding, route to the right clinician based on specialty, location, or language. Use webhooks and the API to pass structured fields into your EMR, map them to emr documentation templates, and store only the minimum needed inside Cal.com. Explore docs and apps at https://cal.com/docs and https://cal.com/apps.
02
Automate reminders, prep, and billing handoffs
Build workflows that automatically send confirmations, pre visit instructions, and consent reminders by email, SMS, or WhatsApp. Add timed nudges 72, 24, and 2 hours before the visit, then include links to forms or telehealth rooms. Fire webhooks to your billing or RCM system when an appointment is booked or completed, so your medical billing workflow starts without manual tasks. For compliance sensitive clinics, self host Cal.com and avoid storing PHI in event titles. Use roles, minimum data capture, and documented processes to align with your hipaa compliance checklist.
03
Track outcomes and refine with analytics
Track bookings, attendance, and reschedules to spot bottlenecks and no show patterns by provider or appointment type. Iterate on reminders and form questions to improve completion rates. Post visit, trigger follow ups or satisfaction surveys, and push outcomes back to your EMR via webhooks. As you refine, update your medical office procedures manual to reflect what works, making onboarding new staff easier and more consistent. Learn more in the docs at https://cal.com/docs.
01
Shorten the patient intake process
Replace back and forth calls with guided forms that collect the right data the first time. Cal.com routes patients to the best provider using condition, location, or language rules, while booking questions capture history, insurance, and access needs. Structured answers map to emr documentation templates through webhooks and API, so teams do less rekeying. The result is a fast, consistent patient intake process that supports new patient onboarding and reduces administrative load.
02
Reduce no shows and late cancellations
Automated confirmations, reminders, and prep instructions arrive by email, SMS, or WhatsApp at the cadence you choose. Include reschedule and cancellation links, buffer times, and minimum notice to protect clinical schedules. Reminders can vary by appointment type and language, and can include pre visit instructions or telehealth links. Clinics see fewer no shows, clearer expectations, and a calmer front desk experience.
03
Improve billing accuracy and throughput
Every appointment event can trigger downstream actions, so your medical billing workflow starts on time. Send booking details to RCM or EHR systems via webhooks, attach codes or visit types as metadata, and collect copays with Stripe using marketplace apps. Automatically notify billing teams when a visit completes or is marked as no show. Cleaner handoffs mean fewer denials and faster revenue capture without extra clicks.
04
Deploy with confidence and control
Cal.com is open source, API first, and supports self hosting, giving you full control of infrastructure and data. Keep PHI within your environment, limit what is stored in Cal.com, and align your workflows to your hipaa compliance checklist. Role based access, private event types, and configurable data retention help clinics manage risk. Review security details at https://cal.com/security and deployment options at https://cal.com/self-hosted.
Workflow automation across the patient journey
Automate intake, confirmations, reminders, and follow ups with email, SMS, or WhatsApp. Trigger messages on booking, reschedule, or no show, and personalize by appointment type.
EMR friendly data capture
Collect structured fields that map to emr documentation templates through webhooks or API, so your notes and codes arrive where your clinicians work.
Billing and payments integrations
Kick off your medical billing workflow with webhooks, send data to RCM tools, and collect copays via Stripe and other apps in the Cal.com marketplace.
Self hosting and privacy controls
Keep PHI under your control with self hosted deployments, fine grained data retention options, and private event types. Review https://cal.com/security to align with your hipaa compliance checklist.
Routing and triage forms
Route new patient onboarding to the right provider based on condition, insurance, or location, and auto attach intake notes to the booking.
Developer ready API and webhooks
Build custom medical office procedures manual steps in code. Use https://cal.com/docs for API reference, embed widgets, and server side integrations.
Start modern scheduling for your practice
Create a free account at https://cal.com/signup to try Workflows, forms, and team scheduling. Prefer a walkthrough or need enterprise features, SSO, or self hosting, Book a demo at https://cal.com/enterprise and explore our developer docs at https://cal.com/docs.
