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Reduce Patient No-Shows with CRM Analytics Prediction
Intelligently highlight the days and times a patient is most likely to attend based on the history of similar people by using the CRM Analytics Prediction for Intelligent Appointment Management add-on. When you identify ideal appointment times up front, you increase the likelihood of patients showing up for their appointments, save your staff from spending time on coordinating reschedules, and maximize your healthcare providers’ time.
CRM Analytics Prediction for Intelligent Appointment Management is available for provider scheduling only, not asset scheduling or multi-resource scheduling.
Legal Disclaimer
CRM Analytics Prediction for Intelligent Appointment Management is solely intended to help you provide quality care to your patients by giving you insights about appointment scheduling and attendance for your patient population. It’s not intended to be used for any other purpose. For example, don’t use this feature for any purposes related to healthcare reimbursement by health insurers, or for inferring health status or behaviors or patients or other care recipients.
Use CRM Analytics Prediction for Intelligent Appointment Management in compliance with the Health Insurance Portability and Accountability Act (HIPAA) and other health privacy laws. In particular, HIPAA contains a “minimum necessary” requirement that mandates what information a healthcare organization’s employees and contractors can see. These individuals must only access the minimum amount of Protected Health Information (PHI) necessary to perform their job functions.
CRM Analytics Prediction for Intelligent Appointment Management may expose PHI for all patients within your organization. Only grant feature access to individuals who have a valid need to know the PHI of all individuals your organization treats. For example, limit access to organization staff members or personnel that are: (i) responsible for appointment scheduling and administration; and (ii) can see PHI for all individuals. It is your responsibility to determine which individuals within your organization can access this feature and then to set the appropriate permissions. As a default, this feature is unavailable to licensed Health Cloud users.
Get Started
- Assign Admin Permission Sets for CRM Analytics Prediction
To support users with CRM Analytics Prediction, you need the CRM Analytics Plus Admin and the HealthCare Analytics Admin permission sets. - Grant Schedulers Access to Appointment Time Predictions
Assign the CRM Analytics Plus User permission set to all users responsible for scheduling appointments so that they can see the best times to schedule appointments. - Grant the Integration User Access to Required Fields
To create a prediction model for appointment recommendations, the Analytics Cloud Integration User profile requires read-only access to the Status Reason field in the Service Appointment object. - Create a CRM Analytics App for Attendance Prediction
To provide predictions for appointment management, you need a CRM Analytics App. This app is where Einstein calculates the patient’s likelihood to attend. - Examine Attendance Insights and Predictions
Examine the insights and predictions that Einstein Discovery offers based on your Health Cloud dataset. - Identify the Prediction ID
Identify the prediction ID that’s used in configuring Intelligent Appointment Management. - Modify the Intelligent Appointment Management Configuration for Einstein Discovery
To use Einstein Discovery predictions, add Attendance Threshold Percent and Best Time Slots Definition values to the Intelligent Appointment Management configuration. - Update Appointment Prediction Model Records
The CRM Analytics Prediction add-on uses Health Cloud records to create an appointment prediction model. The data model can use records up to 730 days old. To keep the model up to date, run a dataflow to refresh the model with new records.
