Schedule Center

Review scheduled visits and reassign a clinician’s open visits after a callout.

Scheduled visits7 sample

Open visits · selected clinician3 to review

Pending approval0 this run

Reassigned in this demo0 today

Scheduled visits

Only visits that have not started are eligible for reassignment.

Client	Date & time	Visit type	Assigned clinician	Status

Fictional sample schedule · all changes stay in this demo9 visits

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CareLoop Assistant

Callout visit reassignment

Embedded assistant

Agent is ready

Demo EHR · sample data

Find a named clinician’s not-yet-started visits in the selected date range. Review the exact list, approve, then verify each assignment.

Clinician who called out Reassign to From date Through date Branch

Selected workflow: Callout visit reassignment · Built-in

Workflows

Saved in this browser

No agent run yetReady when you are

1Read the callout request

2Find matching open visits

3Show changes for approval

4Reassign and verify

AI browser agentHosted computer use

Runs the workflow in a separate browser. Requires the hosted HTTPS demo and an API key on the server. “Find visits” below is the local simulation.

AI demo access code

Not running

Simulation only: no connection to a real EHR and no clinical decisions. A coordinator approves before the sample schedule changes.

Pathway EHR is a fictional interface. This workflow demonstrates a reviewed visit reassignment.