Self-Registration – Save time and make it easy for your customers to self-register. CustomerCX gives organizations multiple options for self-registration of new customers, including how and when the registration process is triggered along with the information required for registration. 

Self-Scheduling – Streamline the services you offer by giving your customers the ability to self-schedule any type of appointment, including simple outpatient and clinic appointments, telehealth virtual visits, and even complex multi-appointment care plans. With CustomerCX, organizations are able to define the business rules around which services and which customers should have access to services via the CustomerCX portal. Reduce staff outbound calls with reminders and options for canceling and rescheduling. Studies have shown that “no-show” rates for appointments that are self-scheduled are much lower than appointments that are scheduled on behalf of an individual. 

Self-Request – Make it easier for your customers to request services from your organization. CustomerCX gives organizations the ability to define what services it wants to make available to its customers. The system allows patients to request services while ensuring that the right information is gathered and collected at the correct time during the life cycle of the request (e.g., collect information from the patient at the time the request is created). Examples of different request types include referrals, eConsults, second opinions, etc. 

Workflow Participation – Involve your clients seamlessly in your organization’s workflow. CustomerCX workflow tools make it very easy for organizations to seamlessly include customer participation in a given workflow process with business rules tailored for the specific use case and the service requirements for the service being requested. Examples of this could include customer verification of information, electronic consent, requesting additional information from the customer, collecting insurance information or other required forms, etc.

eConsult – Give your customers the ability to easily communicate and ask questions or advice about issues that they are having. CustomerCX makes it easy for your customers to communicate with their health providers in a controlled manner.  

Concierge Medicine – CustomerCX is great for those organizations that provide concierge medical services to their customers. CustomerCX supports all of the use cases common in concierge medicine services.

Parent Portal — CustomerCX is a great tool for educational institutions wanting to give parents and students the ability to electronically communicate with students and parents in a secure, HIPAA compliant, and controlled manner. Examples of these services include IEP meetings, eConsults, virtual services, mental health services, special education, etc.

Forms – Have your customers fill out all of the forms and paperwork through the portal before, during, or post service. CustomerCX gives organizations the ability to create and define forms that are required to be filled out by its customers at any step in the process.

Electronic Consent — Get your customers to sign all of the paperwork before they show up for their service. CustomerCX gives organizations the ability to create consent forms that can be electronically signed by customers and others at any point pre, during or post-service.

Communication – Automate communication with your customers. CustomerCX supports multiple modes of automated communication including email, text, fax, and other processes. Examples of communication include appointment confirmation, reminders, requests for information, follow up survey, etc.