SUMO releases Version 4.8

SUMO 4.8 has arrived and now available!

Thanks to our tireless engineering team, this update is bigger than our last.
In this update, we bring you 9 new features and enhancements. Learn more here.

We are always working to improve your experience on the SUMO platform so if you have any feedback or run into any issues, please reach out to us on our live chat, email, Facebook or Twitter.

Is Your Sales Team Really Selling?

It’s Monday and time to switch gears from chilling to selling. You’ve mentally prepared yourself for the day on your ride into work and now it’s time to review your schedule and see what appointments have been booked for the day. There’s just one problem with this very logical plan…you can’t access your appointments.

That appointment software that your company invested in a couple of years ago has done a scheduled maintenance and as per usual, it won’t let you log into it. This nuisance is something you’ve gotten used to and you could almost overlook it if this same appointment software wouldn’t consistently have various glitches throughout the year. Your mental state has now gone from ‘make a sale’ to an urge to smash something.

The vendor said this software would make everyone’s job easier. Time for another coffee.

Getting the right online appointment application in place for your company is vital. Reliability is a key factor but you also want an application that is easy to use, has a features you and your team can actually use, and can scale as your team or organization grows. If you feel you’re just getting by with the software you’re currently using, it may be time to consider a change. In order to narrow the field, here’s a list of things worth considering when researching providers for the right online appointment system.

So easy the boss’ dog gets it.

Easy-Peasey. Your sales team does not have any interest in learning a new software program. An online appointment application cannot be difficult to navigate or your salespeople will find ways to manage without it. It should not only improve your team’s current appointment-making methods but also fit seamlessly into their daily workflow. From day one, everyone should be able to understand the features after a brief training session or can figure it out on their own.

Where is everyone?

A work shift management function should be able to create more than just work schedules. The software your company chooses should be able to give you complete control over your entire workforce. Scheduling at any of your locations or at the customer location should be the least you are able to do with your appointment app. Other features like drag & drop rescheduling, room scheduling, no-show warning indicator and proximity search can give your team control over their schedules and the flexibility that customers want.

The appointment app should also include reminders and alerts. Your salespeople are focused on their quotas, they need to be reminded of different events and changes to their schedules. Another way to keep it easy-peasy while improving the workflow of the company.

But I’m in Dublin today and Atlanta tomorrow.

All this information should have the ability to be shared on mobile devices with the tap of a button. Salespeople need to be able to access their schedule any time and for some organizations, from anywhere in the world. A study conducted by Cisco found that only 11 percent of users access business applications 100 percent from their brick-and-mortar office locations.

Message? What message?

Along with the ability to use the software across all mobile devices, your new appointment application should also have calendar integration. This means that work schedules should be accessible and shareable using some of the most popular calendar applications like iCal, Google Calendar or Outlook.

Show me the numbers.

Lastly, you want an application that can prove to you it is working. The capability of an online appointment application to produce reports on everything from staff utilization, appointment volumes to no-shows as well as custom reports goes a long way in returning both valuable data and ROI in exchange for your organization’s investment.

Time to play matchmaker.

Now that you’ve considered the needs of your sales team, there’s one other party that you will need to consider as you make this decision and that’s your IT Department. All the research you’ve done into online appointment application providers and the time you took to schedule and attend a demo could be all for naught if your technical team finds the provider cannot accommodate their requirements. When you have a consultation and a demo with the provider, you want to understand not only that it is user-friendly but both technical and user support is provided for it and IT actually feels good about it.

As you sit back down at your desk and try to not think about that potential pipeline of sales appointments your current software is holding captive, consider this information when you’re ready to choose your company’s new appointment application. By understanding what works for your team and fits with your organization’s technical capabilities,you’ll have no trouble picking the right system and your sales team will also have an easy time adjusting to the new software.

We’ve Got a New Look!

We at SUMO are proud to announce our newly redesigned website.

“With so many successful implementations of SUMO in the market, we’ve learned to mature our product offering to meet specialized scheduling needs for very specific roles and industries.” Read more.

The website has been updated in an effort to help visitors better understand SUMO Scheduler’s complete range of appointment automation solutions for the wide range of sectors we serve, including financial services, higher education, software and technology.

Created with the user experience firmly in mind, the website has been designed using the latest technology so the site is compatible with today’s browsers and mobile devices. The site’s enhanced content, improved search functionality, and optimization for mobile devices allows visitors to better interact with SUMO Scheduler online.

Our upgraded main page gives visitors a crystal clear view of the who, what and why of SUMO. We have also have made SUMO’s vast portfolio of solutions and features easy to browse. Our new Features page showcases the variety of functions that our application offers while our new Solutions page showcases all the roles and industries that we serve.

These updates mean our visitors can expect an eaiser navigation experience full of richer online content that is easy to share with others and better assist in the decision-making process.

Stay tuned because coming soon, we will be adding a space for you to find our latest announcements, product updates and informative pieces.

SUMO featured on Hypepotamus, largest tech news site in the Southeast

Hypepotamus, the largest tech & startup news site in the Southeast, recently featured SUMO Scheduler and our CEO. Find out more about SUMO, our history and our CEO in the feature below.

Why is a Native Application so important?

SUMO is the only online scheduling solution built 100% native on the Salesforce® platform, which we firmly believe has serious advantages you should consider. This article aims to outline:

  • What is a native, false native, and non-native application?
  • What are the risks of a solution that is not native?
  • What are the benefits of native?

Native

This means the app runs on the same the platform you are using. You have access to a data warehouse in the cloud that you can access with business intelligence software running as a service. It’s a plug and play set-up so no additional work or expense is required, outside of the native setup.

False Native

This is why you really need to dig into the back-end. There are applications that can be labeled native but are actually not built 100% native on the Salesforce® platform. With a false native application, there’s only a percentage of the app you are using to access your data that is claiming to be built native on a platform. In this scenario, native is a misleading label.

Non-Native

Your data gets shipped in and out your Salesforce® org to your non-native solution as it lives outside of the Salesforce® platform. There is also additional setup and assembly required in a non-native solution.

Risks of False-Native -and- Non-Native Apps

There are a number of risks you inherit when adopting a false-native or non-native scheduling solution. You should investigate the following:

1. Data Privacy, Security, & Speed Risk

Is your data 100% stored, processed, administrated, and accessed in Salesforce®?
A FALSE NATIVE or NON-NATIVE solution means your data does NOT fully live in Salesforce®. This type of app provides a user interface in Salesforce, but your data may be stored, processed, administrated, and / or accessed in another system. This poses a data privacy, data security, and data speed risk.

2. Compliance Risk

A FALSE NATIVE or NON-NATIVE solution means your security is compromised and the solution does not inherit the Salesforce® platform comprehensive privacy and security assessments and certifications performed by multiple third parties.

3. Administration Risk

Can your Salesforce® Administrator operate 100% of the necessary configurations from within Salesforce®?

A FALSE NATIVE or NON-NATIVE solution requires you to make some configurations in Salesforce® and login to another system to make other configurations, so now your staff must manage the application in two places. This also poses a security risk, since the application does not rely on Salesforce user provisioning, profile, and sharing controls. Worse yet, some require you to file a case to make configuration changes and you can not even make them yourself.

4. User Adoption Risk

Does the user interface look exactly like Salesforce®?

A FALSE NATIVE or NON-NATIVE solution often means the application is embedded inside of Salesforce®, but does not have the same Salesforce® Classic or Lightning look and feel, which confused the users, hurting user adoption.

Benefits of Native

Now that you understand the risks in adopting a false-native or non-native solution, it’s easy to understand the benefits of using a truly Salesforce® NATIVE application:

1. Your data is SECURE.

A native app has a single data location: the Salesforce® cloud. The Salesforce® platform employs bank grade security with SAS70 compliance. Sharing one location with Salesforce® means you have full control to ensure your customer info and appointment data reside in the cloud. The need to connect to a 3rd party API to access your data is eliminated, so data loss between databases is avoided. Native applications use the same Salesforce security model, eliminating the need to manage multiple security policies and procedures across enterprise systems.

2. Your data is PRIVATE.

Since your data resides in one database (Salesforce®), your data is private and you have full control of it. You may learn more about how SUMO offers GDPR Compliance Tools here.

3. Accessing your data is lightning FAST.

This single data source solution also helps increase the speed of accessing data or generating reports because there is no delay from the data making trips back and forth from the database.

4. Your data is always up and running.

Salesforce® has invested over a $100,000,000 into their cloud infrastructure, making it geographically distributed, monitored 24/7, and ultimately enabling true 99.9% uptime. As a native salesforce platform application, our applications (and your data) inherit all the benefits of the considerable investments made by salesforce.com in infrastructure, data management, controls, security and certifications including Truste and ISO 27001.

5. A native app leverages your investment in Salesforce®.

Installing updates and upgrades is minimal, because they are all completed in one place, instantly available through a native application. It’s easy to integrate them as they are all built on Salesforce®.

6. Administration is immediate.

Your Salesforce Administrator or IT Department can easily administrate a native solution, since all of the user and application settings are in Salesforce.

7. User adoption is assured.

Your new software investment is worthless if the users do not adopt it. A native solution should run 100% inside the Salesforce solutions (Sales Cloud, Service Cloud, Salesforce Console, Communities, and more) and looks exactly like Salesforce, so user adoption is not a risk.

In closing, the above key points, along with the structure of the application, are important things to consider as you look for tools to help add value to your organization or your Salesforce® investment.

SUMO Scheduler Named One of Venture Atlanta’s Five Startups to Watch in 2017

ATLANTA, GEORGIA (PRWEB) FEBRUARY 06, 2017

SUMO Scheduler, a category-defining appointment scheduling automation solution provider for enterprise organizations, has been named to Venture Atlanta’s list of 5 Startups to Watch in 2017.

The annual list, released every January since 2012, highlights five startups that Atlanta startup community investors and experts have chosen as ascendent companies. Previous startups awarded this honor include Salesloft and Pindrop Security.

SUMO Scheduler saves time for sales and support teams by delivering scalable and secure cloud-based appointment scheduling software. By leveraging features such as automated reminders, an analytics engine and brandable self-scheduling sites, organizations are able to drive more appointments, reduce no-shows and increase CSAT.

CEO Jason North states, “SUMO Scheduler is the only appointment scheduling solution built 100 percent native on Salesforce®, the world’s number one CRM platform, which is why our SaaS product appeals to the majority of the Fortune 500 companies. Through automation, SUMO Scheduler is able to handle the heavy lifting of appointment scheduling and one of our larger customers has reported that we solved a problem which cost them up to $400,000 every month.”

Venture Atlanta is the Southeast’s premiere technology innovation conference, connecting entrepreneurs with local and national venture capitalists and investors who can help them raise the capital needed to grow their businesses. The organization has helped entrepreneurs raise over $1.6 billion dollars, leading to more than $13 billion in exits.

About SUMO Scheduler

SUMO Scheduler is a SaaS appointment automation application born in Silicon Valley in 2013 and now located in Atlanta with offices in New York and New Delhi. Offering a multitude of scheduling features and solutions, SUMO Scheduler helps large sales and support teams save up to 25 percent of their time managing appointments with prospects and clients. Built native on the world’s #1 CRM platform, Salesforce®, SUMO Scheduler eliminates the cumbersome integration and administration between two disparate systems and leverages all of the top security and compliant standards recognized on the platform.

About Venture Atlanta

Venture Atlanta, Georgia’s technology innovation event, is where the region’s most promising tech companies meet the country’s top-tier investors. As the South’s largest investor showcase helping launch more than 350 companies and raise over $1.8 billion in funding to date, Venture Atlanta connects local entrepreneurs with local and national venture capitalists, bankers, angel investors and others in the technology ecosystem who can help them raise the capital they need to grow their businesses. The annual nonprofit event is a collaboration of three leading Georgia business organizations: Atlanta CEO Council, Metro Atlanta Chamber and the Technology Association of Georgia (TAG). For more information, visit the official website.

Trademark footnote: All corporate names and trademarks are the property of their respective companies.

Web Summit BETA Startup SUMO Scheduler Solves Huge Problems for Fortune 500 Companies

California-based SaaS company continues to help businesses increase revenue and improve customer satisfaction by simplifying every sales and customer experience through automated scheduling.

Oakland, California, October 9, 2015 – SUMO Scheduler, one of the fastest-growing business applications for scheduling automation, announces its selection as a finalist to compete at the Web Summit PITCH, the Audi-sponsored search for 2015’s most disruptive start-up. Hailed as Europe’s largest annual technology conference, this year’s Web Summit has organized over 21 Industry-Specific Summits, expected to be attended by over 30,000 attendees, 1000 journalists, and 1,000 speakers between November 3rd – 5th, 2015 in Dublin, Ireland.

Officially launched in 2015, SUMO Scheduler was founded by Jason North, an accomplished Silicon Valley technical architect with over 20 years in software, CRM, and consulting. Due to Jason’s extensive background in product development, a VP from the #1 CRM platform in the world has advised him to build a robust scheduling tool to fill a multimillion-dollar void on the platform for enterprise organizations. After his last successful exit, Jason excitedly took on this next venture and built the next big thing in the realm of scheduling automation.

After two years in stealth mode, SUMO Scheduler has effectively streamlined the highly-inefficient scheduling process in various Fortune 500 companies, higher education institutions, and large sales and support organizations. Since the conclusion of the initial roll-out to a Fortune 500 customer, it has been reported that SUMO Scheduler is solving a problem that costs more than $400,000 per month. Based on a brief survey conducted by its Customer Success Team, SUMO Scheduler has also helped a customer from the healthcare industry significantly reduce no-shows by at least 50%.

Earlier this year, SUMO Scheduler has also been picked as one of the 20 US-based companies for the Summit’s exclusive BETA Program, designed for mature stage companies and represents less than 5% of the thousands of applications received for 2015. Nearly a billion dollars have been raised by startups from Web Summit’s Class of 2014, many of whom participated in the BETA Program.

“On behalf of the SUMO Scheduler Team, I warmly invite all investors, journalists, and technology enthusiasts to come visit our stand, indulge yourself with San Francisco’s Ghirardelli chocolates, and let’s talk SaaS and innovation,” North said. The SUMO Scheduler Team will be exhibiting at Stand Number BT-127 in the BETA Village on Day 3 of the Summit, Thursday, November 5, 2015. “You may find the Summit overwhelmingly crazy, so just hunt for the big red SUMO balloon and we’ll be there,” North added with a smile.

About SUMO Scheduler

Built native on the world’s #1 CRM platform, SUMO Scheduler offers a highly-customizable SaaS solution that automates appointment scheduling for large organizations. Coupled with its beautiful UI, smart assignment engine, and three-channel reminder system (email, phone, and text), its robust self-service scheduling functionality empowers customers to conveniently self-schedule appointments through email, website, social media, and other publicly available channels anytime, anywhere. Its cutting-edge technology has saved significant time and money for Fortune 500 companies by streamlining their manual and inefficient scheduling process. SUMO Scheduler is headquartered in Oakland, California with strong presence in New York, Miami, and New Delhi.

SUMO Scheduler accepted into Web Summit “Beta” Program

Company traction, strong founding team, and the company’s true innovation and business acumen contribute to this honor.

OAKLAND, Calif. – October 1, 2015 – SUMO Scheduler, the category-defining Appointment Scheduling Automation solution provider for large organizations, recently received acceptance to the ‘Beta Program’ at Web Summit hosted in Dublin, Ireland in early November. Web Summit has been called “the best technology conference on the planet” and this year has over 30,000 registered attendees from over 100+ countries, 700 speakers, and 1,500 tech journalists. Less than 10% of applicants get accepted to the Web Summit Alpha Program and even less get accepted to the Beta Program. According to Web Summit, “Last year 40 startups that exhibited at Web Summit went on to raise a combined $1 billion in funding in the nine months that followed. Many of them were companies taking part in our Beta track”.

“Acceptance to Beta is a tremendous validation of our primary aim: to automate appointment scheduling for large sales and support teams worldwide,” said Jason North, CEO of SUMO Scheduler. “Our team is fully prepared to meet with prospective investors, journalists, and technology enthusiasts at Web Summit and show off our scheduling innovation.” If you are interested in meeting with the SUMO Scheduler team and potentially the CEO you are encouraged to email your interest to experts@sumoscheduler.com.

About SUMO Scheduler

SUMO Scheduler automates “appointment scheduling” for large sales & support teams. SUMO Scheduler is delivered on the Salesforce App Cloud, the world’s most trusted and comprehensive cloud delivery infrastructure. Applications include SUMO Core, SUMO Self-Scheduler, and SUMO Mobile. SUMO Scheduler is based in Oakland, California, with additional resources in New York, Florida, and India. For more information visit: SumoScheduler.com.

Trademark footnote: All corporate names and trademarks are the property of their respective companies.

This news release contains forward-looking statements that reflect the Company’s expectations with regard to future events. Actual events could differ from those anticipated in this document.

SUMO4 released with robust features for large organizations

With SUMO4 we have completely overhauled our self-scheduling offering, improved calendar sync, and introduced a lot of optimizations for large sales and support teams.

OAKLAND, Calif. – September 1, 2015 – SUMO Scheduler, the category-defining Appointment Scheduling Automation solution provider for large organizations, launched their 4th major release this week. Our engineering team has worked very hard to bring this release forward, which includes a ton of robust features to support our largest customers. A Vice President of one of our largest customers stated recently, “SUMO Scheduler is solving a problem that costs us $400,000 a month… that’s nearly $5m every year!”

Amongst the most requested features found in the SUMO4 Release Notes are the ability to deploy an unlimited number of self-scheduling sites. You may give each of your sales or support personnel their own site whereby customers may self-schedule appointments, receive reminders, and location or conf call details. You may also deploy a “Team” site, where prospects or customers may self-schedule an appointment with a team member based on priority, load-balancing, or various assignment rules.

For call centers using salesforce.com, agents may now use the SUMO Calendar to easily find openings across multiple time zones, send templated appointment invites, automatically insert web conference details, and must more.

Next, SUMO Scheduler plans to release and demo SUMO 4.5 at Web Summit 2015 in Dublin, Ireland. It is recommended that you read the SUMO 4.5 Release Notes to learn what’s on the horizon for SUMO Scheduler.

About SUMO Scheduler

SUMO Scheduler automates “appointment scheduling” for large sales & support teams. SUMO Scheduler is delivered on the Salesforce App Cloud, the world’s most trusted and comprehensive cloud delivery infrastructure. Applications include SUMO Core, SUMO Self-Scheduler, and SUMO Mobile. SUMO Scheduler is based in Oakland, California, with additional resources in New York, Florida, and India. For more information visit: SumoScheduler.com.

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Trademark footnote: All corporate names and trademarks are the property of their respective companies.

This news release contains forward-looking statements that reflect the Company’s expectations with regard to future events. Actual events could differ from those anticipated in this document.

Work Shift Calendar coming in SUMO3

The SUMO 3.0 Release Notes are out and here are the highlights!

NEW Work Shift Calendar

This new module will be particularly helpful for larger organizations, managing lots of employees, and perhaps across more than 1 location. The features include:

  • Easily view work shifts across 1 or multiple locations.
  • Pagination and sorting make it easy to manage up to thousands of employees.
  • View work shifts in month view and drill down into day view.
  • Hover over a work shift to see more detail.
  • Drag and drop work shift swaps if you wish.
  • Automated email alerts to users upon creation of new work shifts or modification of existing work shifts.

Ideas? Requests? As always, we love to hear from our customers and prospects on product ideas, so feel free to email experts@sumoscheduler.com anytime.

No-shows cost health care system billions

Things had gotten so bad at the Bronx veterans hospital that doctors were, in effect, begging their patients to show up as scheduled.

Three years ago, the James J. Peters VA Medical Center began a “Don’t Be A No-Show” campaign, reminding veterans of the importance of keeping appointments.

The campaign explained the detrimental effect on everyone — not just surgeons and clinical staff, but also fellow veterans — when a patient skips an appointment without canceling.

“It means one less patient will see the doctor and it means someone waiting for an appointment was bumped to another day needlessly,” said Bronx VA spokesman James E. Connell III. “It’s not good for the patient, and it’s an inefficient use of clinical resources.”

Such inefficiency, by one account, costs the U.S. health-care system more than $150 billion a year. And while it’s easy to point the finger at the chronic no-shows, a growing body of research suggests clinics themselves are as much to blame because of scheduling and other issues.

The problem is particularly acute at urban hospitals and smaller specialty clinics with low patient volume. While pediatric clinics might see a no-show rate of below 5 percent, urban family clinics often see no-show rates between 10 and 20 percent.

And certain outpatient and surgical clinics — think colonoscopies, endoscopies, pulmonary tests and other procedures that require special prep or diets by the patient — have even higher rates. In a given week, a 50 percent no-show rate — while quite high — isn’t unheard of at some specialty clinics.

“It’s really a flip of a coin whether they show up or not,” said Patricia Alafaireet, director of applied health informatics at the University of Missouri.

Built into the cost of care

That sort of uncertainty might kill off a restaurant, a hair salon, an auto mechanic and pretty much any other appointment-based business model.

Within medicine, it’s all part of the game — and built into the cost of care for the rest of us. Those who skip regular appointments often end up needing more costly emergency care down the road.

“It differs very widely by practice type,” said Kevin Bennett, associate professor at the Department of Family and Preventive Medicine at the University of South Carolina School of Medicine.

The family medicine practice where he works — which is somewhat like a primary care practice, except that as a teaching institution it has regular faculty as well as residents who rotate through infrequently — has a no-show rate that fluctuates from month to month, even from year to year, as is the case with many clinics.

“We’d gotten it down to 10 percent” a few years ago, Mr. Bennett said. Now, it’s up to 15 percent. “In a bad month, it creeps closer to 20.”

That jump, he said, demonstrates the culpability of the clinic in creating — or at least, not fully managing — the no-show problem. After all, it’s not as if the practice’s patient population started forgetting its medical appointments at higher rates for no good reason.

Instead, in the case of the family medicine practice, a switch to a new electronic medical record system — complete with a new appointment system — drove up the rates. “We’re getting operationally back up to speed,” Mr. Bennett said, after a 12- to 15-month “loss of productivity.”

Why does a booking system matter so much? Lots of experts point to poor scheduling as a top culprit in creating no-shows. Some clinics, for example, book appointments on a rolling basis, one open slot after another.

But if you book a patient for an 8:30 a.m. Monday appointment without checking the patient’s preferences, there’s a good chance that appointment will be skipped. And if you schedule a patient’s follow-up appointment for six months down the road or with an unfamiliar physician (which happens often at teaching institutions with young doctors), expect a similar result.

Life’s complications often prevent a patient from showing up in the first place, said Ms. Alafaireet, of the University of Missouri.

It’s not about ‘bad people’

It’s important to get away from assuming that no-shows are bad people or bad patients, she said. “Typically that’s not the case — it’s a set of circumstances,” including a clinic’s scheduling process, the nature of the appointment, the patient’s related health issues, even issues like transit.

She doesn’t like the term “no-show,” either, suggesting it places too much blame at the feet of the patient. The clinical phraseology for a missed appointment is “treatment non-adherence,” while some docs refer to no-shows more casually as “dinks” (as in, “Did Not Keep” the appointment).

Patients most likely to miss appointments are those who are single, under the age of 34, carrying Medicaid insurance (or no insurance at all), as well as older patients recently divorced or widowed. By varying accounts, men and minorities are more likely not to show up, but other studies suggest gender and race have little bearing on no-show rates. (One study said that “racial differences in no-show rates are likely to be proxies for disparities associated with access to a telephone and convenient transportation.”)

And those living far away from the clinic or hospital where their next appointment is scheduled — 60 miles away or more — are a safe no-show bet.

That’s why it’s important to take special care with those populations when it comes to scheduling, experts believe. In analyses done by Ms. Alafaireet and her colleagues, research showed clinic schedulers control as much as one-third of the probability relating to whether a patient will show.

At her Missouri outpatient psychiatric clinic, some fixes were obvious, Ms. Alafaireet said. For example, public transit in the region shuts down early, so it didn’t make sense to schedule Medicaid patients — who are more likely to rely on transit — late in the afternoon.

Other clinics use historical data and predictive modeling to overbook the clinic (a clinic that tries to see 100 patients a day, with a 15 percent no-show rate on Fridays, might schedule 117 patients). Still others try to reserve a window of time each day for walk-ins and short-notice appointments, so that people who missed their visit can make it up quickly.

Follow-up is important, too, especially for far-off appointments. A reminder postcard helps, an automated phone call helps a bit more and a personal phone call a few days before the appointment helps most of all.

A study published in the American Journal of Medicine in 2010 reported that, at a multidiscipline clinic in New Jersey, the no-show rate was 23.1 percent for those who received no reminder, 17.3 percent for those receiving an automated appointment reminder and 13.6 percent if a staff member made a call.

But human calls can be unreliable on the clinic end because on extremely busy days the staff has little time to make them. Robocall services never take a day off, and they cost less.

Generally, studies agree that reminders work better than punitive measures. Charging patients for missed appointments hasn’t proven to be much of a help. Some practices do it to remind patients that their provider’s time is valuable and to make up for a bit of the lost billing revenue.

“Is it really worth it to go after 20 bucks?” asked Brandon Betancourt, practice manager at Salud Pediatrics in suburban Chicago. “In order to really make up for that open slot, you’d have to charge $150 or $200. So what’s the message?”

The message, he noted, may differ from practice to practice. Pediatric clinics are high-volume — each physician at Salud sees 25 to 28 kids a day and the no-show rate is less than 4 percent. But at a specialty surgical clinic, “If you only see four or five patients, and two of them no-show, then that’s a problem.”

Meanwhile, at high-volume clinics, a missed appointment — while it is an opportunity-cost money-loser — gives doctors a chance to catch up on paperwork, check lab results or spend a few extra minutes with patients who have shown up.

Telling a patient: ‘You’re fired’

The most drastic step a clinic can take with a chronic no-show is “firing” the patient. Mr. Bennett, at the University of South Carolina School of Medicine, said his practice dismisses a few patients each year, and Mr. Betancourt said the same.

But that’s a short-term fix, Ms. Alafaireet said.

“The issue with firing a patient [is] that patient doesn’t go away. They just show up later, some place in the health care continuum, and the condition is more acute,” she said.

Focusing efforts on populations more likely to miss appointments makes sense, something the Highmark Foundation in Pittsburgh is doing as it teams with Accenture, a global management and outsourcing consultancy, to build “patient navigation” pilot programs at St. Vincent Health System in Erie and Allegheny Valley Hospital Natrona Heights.

The program trains community members to connect with patients in high-risk communities, guiding them through the health care labyrinth, educating them, preparing them for procedures, even arranging transportation.

“The heart of this is really about enabling access,” said Jean-Pierre Stephan, director of Accenture’s health consumer and services strategy unit in Pittsburgh. “The underserved have barriers to access that typically aren’t dealt with” in the traditional health care model.

The field of patient navigation is about much more than minimizing no-show rates, but that’s among the intended byproducts. One goal is getting patients to show up at their primary care appointments and screenings in the first place because doing that decreases inpatient hospital admissions and emergency room visits, according to Accenture.

Part of the goal, too, is to recruit new patients. While the navigation services are pro bono (and will be paid for using a $254,500 grant from the Highmark Foundation), the new patients — and, in theory, the reduced no-shows — present an opportunity for increased health system revenue.

“Patient navigation is one tool that can help providers ensure that [revenue] isn’t lost when patients unexpectedly miss appointments,” according to a 2012 report from The Center for Health Affairs in Ohio.

Which takes us back to the Bronx.

At the Lincoln Medical and Mental Health Center, a 347-bed public hospital, the diverse, low-income patient base manifested itself in chronic no-shows, across specialties. But navigators working with the patients in the colorectal oncology unit helped drive down the no-show rate for colonoscopy appointments from 67 percent to 10 percent.

And the number of colonoscopies conducted annually grew from 774 to 3,000 over a three-year period, a dramatic increase in the procedure that helps check patients for colon cancer and pre-cancer, and is considered a vital health screening for people over 50.

That sort of upswing illustrates that cutting no-show rates isn’t just about lost revenue. “There are very real quality of life issues here,” Ms. Alafaireet said. “We’ve got to get these folks in.”

SOURCE: Pittsburgh Post-Gazette

Schedule Now Buttons Galore!

Want more options than the six (6) “Schedule Now” buttons that are included with SUMO?  Well, you’re in luck. Here are a bunch more we’ve created for you.

Large Buttons (Round)

Big button flat round - blue
Big button flat round - white and blue
Big button flat round - green
Big button flat round - white and green
Big button flat round - orange
Big button flat round - white and orange
Big button flat round - purple
Big button flat round - white and purple
Big button flat round - red
Big button flat round - white and red

Small Buttons

Small button flat round - blue
Small button flat round - white and blue
Small button flat round - green
Small button flat round - white and green
Small button flat round - orange
Small button flat round - white and orange
Small button flat round - purple
Small button flat round - white and purple
Small button flat round - red
Small button flat round - white and red

Prevent Double-Booking

Your SUMO online self-scheduling site comes equipped with intelligent functionality to prevent double booking.  For example, some SUMO customers run radio and tv ads, which drives a lot of people clicking on the SUMO Schedule Now button.  If two people click to schedule an opening at the same time, the first one gets the appointment opening, while the other will get a warning letting them know the slot has just been taken and to choose another.

How is SUMO Social?

Post Images

  • File sizes up to 2GB are supported.
  • Post photos from your mobile phone.

Host Discussions

  • Post comment threads.
  • Comment on any record in SUMO.

Conduct Polls

  • Survey employees on hot topics.
  • Make faster & better decisions.

Post Files

  • Update files with new versions.
  • Post files up to 2GB in size.

Social Profiles

  • Everyone gets a social profile.
  • Enable your employee directory.

The Feed

  • SUMO includes a social feed.
  • Stay up to date on changes easily.

The Power of SUMO Analytics

As the famous management consultant Peter Drucker once said, “You can’t manage, what you can’t measure.”

One of SUMO’s most powerful features is our custom reporting & metrics engine.  You can literally report on just about any data or combination of data in SUMO.

Dashboards Included

SUMO includes the following metric dashboards.  A dashboard is a collection of reports, all summarized in one view.

  1. SUMO Summary Dashboard
  2. No-Show Dashboard
  3. Appointments by Provider by Status
  4. Appointments by Status
  5. Completed Appointments to Goal
  6. Cancelled Appointments
  7. Adoption

Reports Included

SUMO includes roughly 50 report.  Here is a sample of the included reports:

  • All Appointments – Today
  • All Appointments – This Week
  • Appointment No Shows – This Week
  • Appointment No Shows – This Month
  • Appointment No Shows – This Year
  • Appointment No Shows – Last Week
  • Appointment No Shows – Last Month
  • Appointment No Shows – Last Year
  • Appointment Reschedule Report – Declined Participants
  • Appointments by Participant – Today
  • Appointments by Participant – All Time
  • Many many more…

Make Your Own Reports & Dashboards

Of course you can make your own reports.  A few custom reporting ideas our customers create include:

  • No-Shows by Location (compare no-show rates across various locations)
  • Customer Leaderboard (show which customers have the best attendance to appointments)
  • Customer Wall of Shame (show which customers have the worst attendance to appointments)
  • Appointment Leaderboard (show which providers maintain the most appointments)
  • Login Leaderboard (show which users use SUMO the most)

Mobile Access

  • SUMO Mobile includes access to custom reports and dashboards for quick analysis on the go.