Solve It Stories - Sumo Scheduler ft Umbo

SOLVE IT STORIES SOLVE IT STORIES How Umbo gained 90% more administrative time back for more mission-critical tasks. Umbo is a speech pathology and occupational therapy social enterprise that offers therapy to both remote rural communities and urban cities, as well as assessments for Australian citizens to access free government-sponsored healthcare. Umbo was finding that manual entry of recurring appointments was taking up a large amount of administrative time. It was also time- consuming for administrative staff to research available providers Each dollar saved and reinvested and their specialties and cross-reference them with patient equates to a child being able needs. Umbo reinvests 50% of its profits into a social impact to receive the care they need. bank account, and uses this money to discount sessions for SUMO Scheduler has reduced clients who cannot afford to pay. our administrative hours by 90%, creating thousands of dollars The Opportunity a year to help children. Businesses often need a way to leverage technology to free up Weh Yeoh, employee time that cuts into the bottom line. CEO How do they ... • Automate appointment scheduling? • Efficiently assign patients to the right provider, location, and appointment time? • Free up administrative time for more business- critical, revenue-generating activities? In the case of Umbo, it needed a solution that would help increase its availability to invest in making healthcare available to its entire community. It was able to do this with the help of SUMO Scheduler.

SOLVE IT STORIES SOLVE IT STORIES The Successful Outcome Umbo now uses SUMO Scheduler to automate patient scheduling. SUMO Scheduler’s Calendar REST API integrates with multiple calendar hosts, which has allowed Umbo to avoid manual scheduling of all patient appointments. Umbo has also utilized SUMO Scheduler to properly balance the workload for its providers. SUMO Scheduler’s Assignment Engine automatically handles the matchmaking, effectively scheduling the patient with the right therapist, at the right location, and at the right time. This has resulted in ... • Reduced administrative hours spent on previous tasks by 90% • Seven eliminated hours of administrative time per week for practice managers • 364 eliminated hours of administrative time per practice manager per year Considerations for customers who are looking to reduce administrative hours: It can be frustrating to spend time navigating a complex customer journey and be matched up with the wrong person in the end. SUMO automatically handles the matchmaking, effectively scheduling your customer with the right expert, at the right location, at the right time. • At the core of SUMO is a Calendar REST API that maintains a secure persistent connection to standard calendar platforms. The SUMO Calendar API offers a number of services, such as aggregating free/busy availability in real time. Learn more Learn more about SUMO Scheduler for Salesforce on AppExchange.