Field Service
Key Improvements
Agile implementation completed in under 6 months.
High satisfaction across dispatchers, providers, and patients.
Expanded capacity to handle more visits over time.
The Challenge
WellBe began as a start-up company designed to partner with health insurance plans, providing concentrated care to their most at-risk patients. WellBesought a top-of-the-line FSM solution for knowing, scheduling, and managing appointments.
- Ensure patients were able to receive communications and reminders on visits
- Be able to manageinternal providers through varying capacities
- Find the right solution togrow with and scale the business
The Solution
The implementation of Field Service Edge has enabled flexible visit scheduling, with automated reminders that allow patients to easily reschedule at their convenience. Internally, providers can now be managed from a capacity perspective, with hours tracked and scheduled against allotted availability. In addition, templated workflows have been built to provide structured scheduling and processes tailored to the type of in-home visit or treatment—whether recurring appointments, specialized skill sets, or medical device needs. The system also supports time-sensitive scheduling for patients requiring immediate follow-ups after medical procedures, ensuring a more responsive and efficient care experience.
Products Implemented
The Results
Through an agile implementation approach that used rapid prototyping and user story creation, the project was delivered in under six months. The solution saw strong adoption across dispatchers, providers, and patients, while also enabling scheduling to scale and support increased visit volumes over time.
Key Highlights
- Agile implementation with rapid prototyping delivered in under 6 months
- Positive adoption and user experience across dispatchers, providers, and patients
- Scalable scheduling to support growing visit volumes