Track how autonomous agents consume your appointment management APIs. Reduce no-shows with HIPAA-compliant, personalized email and text reminders that guide patients through scheduling, waitlists, and completed visits.
- Set Up Appointment Scheduling from Your AI Coding Assistant
Configure Health Intelligent Appointment Management without hand-configuring every scheduling object by using a conversational setup assistant in your AI coding assistant. The setup flow verifies Person Accounts and provider data, turns on Data Pipelines and Provider Search, connects Salesforce Scheduler through a Named Credential, and sets up service territories, resources, users, appointment modes, work types, statuses, and the Healthcare Appointment Scheduler console component. - Track Appointment API Usage with Digital Wallet
See how autonomous agents consume your Intelligent Appointment Management APIs. When an Agentforce agent books, cancels, updates, or searches for appointments, slots, or resources through Connect REST APIs, Digital Wallet meters the usage as part of the Flex Credits card. Track your agent API consumption in your Digital Wallet dashboards, where the system aggregates usage by type. Metering runs in the background with no impact on API performance or reliability and excludes patient data from usage events. Digital Wallet meters only autonomous agents (Einstein Service Agent users) and excludes standard user calls. - Reduce No-Shows with Automated Patient Journeys
Reach patients at the right moment in their care journey. With Marketing Journeys, you can send HIPAA-compliant, personalized email and text reminders across the full appointment lifecycle, from scheduling and waitlists to completed visits. Personalized, well-timed outreach keeps patients engaged, so you fill more appointments, recover open slots, and protect revenue.