Direct automation
For connected systems and requests that match the configured workflow rules.
- Supported EHR/PM scheduling or write-back
- Required patient and visit details present
- Audit event recorded for the completed action
Wattson coordinates patient access and engagement workflows across channels, scheduling rules, EHR connections, consent state, analytics, and staff handoffs.


| Trigger | Rules and context | Action | Systems |
|---|---|---|---|
| Inbound access request | Patient identity, appointment type, location, provider availability, insurance need, consent state | Answer, collect, schedule, or route | Voice, web, SMS, EHR/PM |
| Referral follow-up | Referral source, specialty, urgency, missing documents, outreach permissions | Start outreach and gather missing context | Referral queue, EHR/PM, SMS, email |
| Cancellation or no-show | Cancellation reason, slot timing, waitlist fit, patient preference | Offer reschedule or refill the opening | Schedule, waitlist, messaging |
| Post-visit follow-up | Visit outcome, follow-up timing, recall cohort, channel preference | Trigger recall, reactivation, or follow-up booking | Pulse, schedule, SMS, email |
For connected systems and requests that match the configured workflow rules.
For policy, system, coverage, or request complexity that benefits from human review.
Map the rules, systems, handoffs, and measurement plan before extending across locations or service lines.
Book a demoWrite into supported systems or create staff-confirmed actions.
Use communication preferences and channel consent before outreach.
Preserve workflow activity, handoffs, and preference changes.
Start with one high-volume workflow and expand after proving the lift.