Access & Navigation

Help patients move forward with confidence.

PatientEXP helps health systems connect patient access and appointment-readiness signals to timely guidance and accountable follow-up. Start with a preparation, scheduling, referral or navigation barrier; define the response and measure appointment completion.

From cancellation to next step

Keep the conversation moving toward care.

Illustrative pathway: timing, availability, staff coverage, and scheduling connections are confirmed during discovery.

01

Recognize the signal

Identify an eligible cancellation or scheduling barrier through the agreed data source.

02

Offer a next step

Provide an approved route to reschedule, or ask the access team for help.

03

Confirm follow-through

Track completed rescheduling and completed visits, alongside staff effort and patient preferences.

Your engagement

Build a practical pathway to completed care.

Scope the services, deliverables, and responsibilities around your priority. Agree on a baseline, review period, and measures before work begins.

Your deliverables

What you receive

  • An assessment of the selected access barrier
  • Preparation and navigation messages with a route to help
  • A follow-up workflow for the responsible access team
Your team

What you bring

  • An access lead and the scheduling workflow
  • Approved instructions and available rescheduling options
  • Staff coverage for replies and unresolved requests
Progress review

What we measure

  • Completed appointments and rescheduling
  • No-show rates and recovered capacity
  • Manual outreach effort and patient opt-outs

Representative use cases

Improve the moments before care begins.

01 / READINESS

Appointment preparation

Deliver modality- or procedure-specific instructions when patients can still act.

02 / NAVIGATION

Arrival and wayfinding

Reduce uncertainty with location, parking, check-in, and arrival guidance.

03 / CARE SETTING

ED and urgent-care navigation

Help appropriate patients understand more convenient care options in their community.

Access assessment

See the barriers before patients give up.

Mystery scheduling calls

Assess telephone access, appointment availability, clarity, and the quality of scheduling interactions.

Access findings and recommendations

Receive findings on observed barriers and a prioritized improvement plan for scheduling interactions, access processes, and patient guidance.

Activate better access

Connect reminders, preparation, navigation, and accountable follow-up to the barriers identified.

Start with one access challenge

Where is friction preventing patients from completing care?

Request a Design Session