Relatient launches Dash Direct, an open scheduling API that automates patient interactions, reducing staff workload and streamlining appointment management for healthcare organizations.


Relatient has introduced Dash Direct, an open scheduling API platform designed to help healthcare organizations automate patient interactions within their existing technology systems. The platform reportedly enables appointment booking, rescheduling, and cancellations without staff intervention, integrating with various patient access tools, including virtual agents, appointment reminders, and chatbots.

As the company explains, self-service scheduling adoption is growing, but many routine patient interactions—such as confirming or canceling appointments, updating insurance details, and booking referral visits—still require staff involvement. These processes often rely on call centers, faxes, and other manual workflows, leading to scheduling backlogs and administrative burdens. Dash Direct aims to streamline these tasks by allowing patients to manage appointments independently through digital platforms.

“We hear all the time from our clients that the simplest appointment and administrative tasks collectively take up most of their staff’s time,” said Jeff Gartland, CEO of Relatient. “Dash Direct opens a new toolkit, enabling healthcare organizations to solve that problem through better interoperability across every point of patient access.”

The platform supports multiple digital access points, including:

  • Virtual agents: Patients can book, reschedule, and update information without staff assistance.
  • AI-enabled chatbots: Scheduling can be integrated into existing chat functions.
  • Referral scheduling: Third parties can schedule patients in real time, reducing manual follow-ups.
  • Financial clearance: Insurance verification and updates can be automated.
  • Virtual care integration: Patients can transition from triage to booked appointments seamlessly.

Marie D’Aiuto, director of patient access at Florida Orthopaedic Institute, said her organization has seen significant improvements since adopting Dash Direct. “By integrating automated scheduling logic into our phone trees, we’ve reduced the workload of three to four full-time staff members—potentially freeing up thousands of hours annually.”

Dash Direct integrates with existing healthcare technology vendors and follows provider scheduling rules to maintain accuracy and efficiency. The platform is available for custom implementations and out-of-the-box deployments.

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