Health & Wellness

Learn how Health & Wellness organizations are using appointment automation to streamline operations.

Health & Wellness Appointment Scheduling Software

Step into the future and engage more patients

Booking hundreds or thousands of patients for urgent needs or routine health services and ensuring they meet with the right provider is a time consuming and error-prone process.  With that said, the easier it is for patients to leverage health services, the more likely they are to utilize it, and remain healthy.  Letting patients self-schedule their health appointments results in:

  • More timely health appointments.
  • Automated pairing with the right health provider.
  • Automated reminders to ensure the patient does not no-show.
  • More healthy patients.



Increase Patient Engagement

More time spent engaging patients, increases their health rates.  Make it easy for patients to schedule with their provider, with limits, smart-routing, and more.

Reduce Administration by 25%

A simple “Schedule Appointment” link on your website, patient portal, and providers email signatures, empowers patients to meet with your providers when it’s convenient for them, saving 25% time manually scheduling.

Automate Smart Matching

Help patients meet with the right provider, at the right location, at the right time.  No more scheduling mishaps!

Personalize Visits

Less time spent scheduling means more time your providers can spend preparing and personalizing their attention on individual patient needs.

Reduce No-Shows

Automating email and text message reminders is proven to reduce no-shows, which both increases staff utilization and patient engagement.

Modernize Your Organization

Patients today are mobile and looking for technology to meet their fast-paced needs.  Automating appointment scheduling empowers patients to get fast and easy access to the support they need, while providing a consistent experience across your organization.

Core Capabilities

How Health Providers are using SUMO

Online Appointment Scheduler

Attract customers with “Meet Your Provider” links on your website, email signatures, and more.

Multi-Location Support

Manage your workforce across multiple locations seamlessly by using SUMO’s advanced business logic.

Group or Panel Meetings

Easily schedule group meetings or allow patients to self-schedule meetings with a group, panel, or team.

Call Center Booking Wizard

Empower your staff to use the Instant Booking Wizard to instantly find a location, a provider, an available time slot, and book it.

Resource Pools

Distribute appointments across a provider resource pool. Each team can have its own distribution method.

Waitlist Manager

Let patients check-in online to get to the front of the line, increasing their satisfaction and loyalty.

Email Personal Invites

Enable your staff to email outbound private invitations for patients to meet with providers on location or in home.

Analytics Builder

Make better data-driven business decisions with SUMO Analytics Builder.  Create unlimited reports.  Schedule reports to be auto-emailed.  Host private in-app analytics discussions.  Access analytics on mobile anytime, anywhere.

What are customers saying?


SUMO rescued us from manual processes!

SUMO helped us automate our advising session scheduling process with approximately 1200 students a year. Before SUMO we had to do this manually, a process that was time-consuming and subject to error. The seamless interaction between SUMO and Salesforce enables us to quickly send appointment invites, and easily know when a student has scheduled an appointment. The outward-facing interface is also very user-friendly which makes it easy for our students to schedule their appointments. 

We have worked with Sumo for outward-facing processes for 5 years now and would highly recommend Sumo to anyone looking for a great appointment scheduling solution that is natively built in Salesforce.

Rebeca Lamadrid

VP, Operational Effectiveness, The Washington Center

Great app for productivity & scheduling

I've managed our relationship with SUMO from implementation to today and can say that it's been such a huge benefit to our organization. As a growing nonprofit that places a high priority on leveraging technology to allow our direct service providers ways to do their jobs, SUMO was a natural fit for us. The implementation process was seamless as their team was always available and very easy to work with. We're now able to more easily set up and manage user schedules. And our favorite feature has been the self-scheduler which has completely streamlined the scheduling process for follow up appointments with clients.

Ashley Jones

Associate Director - Salesforce, Neighborhood Trust Financial Partners

SUMO Rocks!

We use SUMO to schedule appointments with clients for certifications and client success appointments. The self-scheduling tool works every time and we have implemented wild card appointments to maximize our availability. We highly recommend SUMO due to the superior customer service and support! The level of support we receive goes above and beyond. Thank you SUMO for your support!

Greg Thatcher

IT Manager, Five Star Professional

This App has completely changed our processes

The amount of appointments that we are able to make has increased by over 70%. My agents no longer have to play the game of back and forth to try to find a time that works for both parties. This app has been a game-changer for our organization. My agents are now able to concentrate on other clients and communications knowing that they can send the scheduling message and the client is able to self serve.

Kerry Hoisington

Director of Customer Experience, Careerstep

Sophisticated, easy-to-use appointment tool

I've worked with SUMO on several engagements-they've always been very collaborative and customer-focused. Their appointment scheduler is robust and technically scalable, and the have strong online support. Happy to report positive experiences with them.

Jim Gilbert

Salesforce Consulting Director, Huron Consulting

Takes the headaches out of scheduling appointments!

This tool has helped our students schedule appointments with our reps at a time that is convenient for them. It has really helped us spend our time on the right students. Other great bells and whistles and smooth implementation!

Taylor Neece

Dean of Admissions, California Baptist University

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