Clinic appointments and community outreach on one schedule.

Plan appointments, group programs and outreach with staff availability and continuity in view. Mobile records and service-defined workflows link each visit to its follow-up.

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Support worker walking with client through park mid-conversation

Trusted by mental health teams coordinating appointments and outreach.

//Who it's for

New referrals compete with existing appointments.

Fitting in a new referral can delay another client's follow-up or change their clinician. The service sets the priority, and program managers, coordinators and outreach teams work from it. Tempo, Skedulo's AI agent for schedulers and dispatchers, can prepare assignment changes for coordinators to approve.

Two colleagues looking over a printed chart at a table in a clinic office

Runs the operation

Program manager

Plan role-based coverage for programs, clinics, outreach and crisis-response teams.

With Skedulo

See missed contacts, overdue follow-up, open referrals and missing records in one view.

Explore operations leadership

Office worker on a desk phone using a laptop, a notepad beside

Plans the work

Intake coordinator

Assess a new referral against role requirements, continuity and available time.

With Skedulo

Prepare assignment changes and follow-up requests with Tempo, within your approvals.

Explore care coordination

Staff member talking with a woman at a table in a school hall

Does the work

Outreach worker

View relevant safety notes and visit details on Mobile before an outreach visit.

With Skedulo

Complete forms and record progress, with follow-up assigned by your service's workflows.

Explore frontline work

//How it runs

From referral to appointment and follow-up.

//Tempo

Review appointments and outreach with Tempo.

Explore assignment options, prepare schedule updates and arrange follow-up with Tempo, using the records, actions and approvals enabled for your team.

Meet Tempo

Grace Liu, urgent referralWed 12

Grace Liu needs an appointment within 72 hours of discharge

Automation : Urgent referral triage

CreatedTue 11 Nov, 3:05 PM 3d 19hto the 72-hour mark

Assigned to

You

ContextPreparing contextUpdated just now

WorkingStep 1 of 3Step 2 of 3Step 3 of 3

CompleteDone just now

Seed prompt · from the issue

The crisis stabilization unit discharges Grace Liucontact tomorrow, Wed 12 Nov, at 10:00 AM.
The clinical team rated the referral urgent: seen in person within 72 hours of discharge.
She needs a Licensed Addiction Counselor for co-occurring care, near her home in Lakewood.

ThinkingChecking counselor openings in the next 72 hours

Thought for 3s

The clinical team wants Grace seen within 72 hours. Let me find a licensed addiction counselor with an opening near Lakewood.

Gathering context

Context generated· 3 sources

Reading the referralUrgent, 72 hoursChecking counselor openings3 licensedReading her past careSeen in the spring

Deborah is a Licensed Addiction Counselor, saw Grace in the spring, and has Thursday at 11:00 AM in Lakewood.

Counselors who can see her

hours after discharge

A Callum ReidLicensed Addiction Counselor · first opening Monday 119h

B Bridget HanleyLicensed Professional Counselor · no addiction license 28h

C Deborah VanceLicensed and knownLicensed Addiction Counselor · saw Grace in the spring 25h

Recommended planHigh confidence

Book Grace with Deborah on Thursday, 25 hours after discharge

What happens

1Book Grace with DeborahThu 13 Nov, 11:00 AM, Lakewood clinic

2Text Grace her appointmentDeborah's name, the time and place

3Ask peer support to call herWednesday afternoon, once she's home

Edit planStart plan Started at 3:08 PM

Booking Grace with Deborah

Booked Grace with Deborah Vance· Thu 13 Nov, 11:00 AM

Writing to Grace

Texted Grace Liu· her appointment

Tempo → Grace LiuContact · Text3:10 PM

Hi Grace, you have an appointment with Deborah Vance on Thursday at 11:00 AM at our Lakewood clinic, the day after you go home.

Waiting for Grace

Grace LiuContact → Tempo · Text3:16 PM

Thank you. I'm glad it's Deborah again.

Asking peer support to call

A peer specialist will call Grace· Wednesday afternoon

Grace sees Deborah on Thursday, 25 hours after discharge, and a peer specialist calls her Wednesday once she's home.

Ask a follow-up…Working on the plan…Ask a follow-up…

Ask

Context Comms12

Grace Liu referral evidence

Task · liu-urgent-referral-nov11

Plan

i

0 of 31 of 32 of 33 of 3

Waiting on contextDrafting a planProposed · waiting for youStarted 3:08 PM

See Grace within 72 hours of discharge

Book Grace with DeborahBookingDone

Text Grace her appointmentWritingDone

Ask peer support to call herAskingDone

Grace's care

i

Lakewood clinic

Urgent referralSeen within 72 hours of dischargeClinical team

3:05 PM

Admitted for crisis careDischarge planned Wed 12 NovCrisis stabilization unit

Fri 7 Nov

Last counseling sessionLakewood clinicDeborah Vance

Tue 15 Apr

Grace Liu's referral

i

UrgentBooked

Seen bySat 15 Nov, 10:00 AM

BookedNot yetThu 13 Nov, 11:00 AM

ContextComms

New issue

Grace Liu needs an appointment within 72 hours of discharge

Urgent referral · crisis stabilization unit · just now

//The Toolkit

Appointments and outreach with follow-up in view.

Program schedule view

See appointments, outreach, staffing coverage, and service programs together.

Follow-up with Tempo

Prepare assignment changes and follow-up requests with Tempo alongside coordinators.

Mobile outreach

Outreach teams can view relevant safety notes and visit details, complete forms and record progress in Mobile.

Coverage planning

Plan role-based coverage for programs, clinics, outreach, and crisis-response teams.

Program reporting

Use completed service activity in program reports and follow-up workflows, with integrations for records held in other systems.

//Follow-up

Follow-up assigned through your service process.

Appointment status and Mobile records can trigger assigned tasks through workflows you define. Each task stays linked to the appointment for review by the responsible team.

//Frequently Asked Questions

Yes. Skedulo coordinates clinic appointments, counselling series, group programs, outreach visits and staffing coverage on one schedule, with program and role views. That includes check-ins and groups within substance use programs.

Review role, qualifications, established relationships, location, availability, and the service priority set by the clinical team. Coordinators confirm suitability when allocating or replacing staff.

Set up tasks or messages from recorded appointment outcomes according to your service process. Tempo can help prepare follow-up, but attendance patterns do not by themselves establish clinical risk or the required response.

Teams can receive relevant recorded safety information and forms on mobile, subject to access settings. Keep that information current and follow your service's safety and escalation procedures; the app is not an emergency-response system.

No. Your EHR or client record system holds the clinical record and documentation, and that stays where it is. Skedulo schedules and coordinates the appointments, community outreach and follow-up around that record, and shares completed service activity with it through APIs and integrations.

//Keep Exploring

More for your mental health and addiction services.

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See how Skedulo fits your mental health and addiction services.

Talk with us about your appointments, outreach teams, program coverage, and follow-up workflows.

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