Blog

Jun 6, 2025

Healthie Waitlist vs. Penciled: Automate Your Cancelled-Slot Strategy

Healthie Waitlist vs. Penciled: Automate Your Cancelled‑Slot Strategy
Healthie Waitlist vs. Penciled: Automate Your Cancelled‑Slot Strategy
Healthie Waitlist vs. Penciled: Automate Your Cancelled‑Slot Strategy
Healthie Waitlist vs. Penciled: Automate Your Cancelled‑Slot Strategy

Q: Is an AI-driven waitlist truly faster and more profitable than Healthie’s manual notifications?A: Yes. Clinics using Penciled’s AI fill cancellations in under 10 minutes and recapture $1,200+ per provider each month, while Healthie relies on staff to monitor, email, and hope for replies—often hours later (Penciled Case Study).

Why This Showdown Matters

  • Cancelled slots are costly. Each empty 45-minute appointment in outpatient PT revenue can exceed $150 in missed charges.

  • Manual follow-ups drain staff. Over 60 % of Healthie practices still depend on front-desk teams to watch the calendar and call patients one-by-one (Healthie Blog).

  • Automation is the emerging standard. AI scheduling tools now cut appointment gaps by 30 % across healthcare systems (Modern Healthcare).

  • Your competitive edge. Early adopters turn cancellations into revenue while boosting patient satisfaction scores.

What We’ll Cover

  1. Healthie’s native waitlist—strengths & pain points

  2. Under the hood of Penciled’s AI sequences

  3. Speed showdown: minutes vs. hours

  4. Revenue recapture & workload relief

  5. Integration, privacy, and rollout

  6. Market landscape: tools compared

What Healthie’s Native Waitlist Does Right — and Where It Stalls

  • Built-in & familiar. If you already chart in Healthie, the waitlist icon is just another sidebar click.

  • Basic organization. Staff can tag patient preferences (e.g., “mornings only”) for manual review.

  • Positive impact—when watched. Practices that actively work the list see 15 % fewer no-shows (Healthie Blog).

…but manual steps slow everything down

  • Monitor → dial → leave voicemail → repeat. “Providers must monitor the schedule and reach out to clients individually when a slot opens up” (Healthie Blog).

  • Human bottleneck. Staff time is the single point of failure; sick days equal dormant waitlists.

  • Speed gap. The average cancellation happens <24 hours before a visit, yet it can take staff several calls or emails to secure a re-book.

Anatomy of Penciled’s AI Waitlist Sequences

  • Real-time cancellation listener. The moment a patient taps “cancel,” Penciled’s webhook pings the EMR and launches a replacement campaign.

  • Profile-based matching. AI sorts the waitlist by insurance, clinician preference, and travel radius—not just first-come, first-served. “Automated sequences ensure every cancelled slot is offered to the most relevant patients first” (Penciled Case Study).

  • Omnichannel outreach. SMS, email, and push notifications fire simultaneously; the first patient to claim gets auto-booked.

  • Zero staff clicks. “Staff no longer need to manually monitor the schedule or send notifications” (Penciled Case Study).

  • Self-expiring invites. If Patient A ignores the link for 10 minutes, Patient B is next. No double-booking headaches.

  • Audit trail & analytics. Every invite, open, and booking is logged for compliance and ROI reports.

Speed Test: Manual vs. AI Notification Timelines

Step

Healthie Manual Flow

Penciled AI Flow

Detect cancellation

Admin refreshes calendar periodically

Webhook triggers instantly

Select patient

Staff filters spreadsheet or notes

Algorithm ranks candidates

Send message

Call/Email one at a time

Bulk SMS & email auto-send

Response time

Hours to connect

Minutes; median 7 min confirm

Staff touches

3-5 per slot

0

“AI systems notify patients within seconds of a slot becoming available” (Kareo).

Key Numbers

  • 8× faster outreach with Penciled than staff dialing manually (Penciled Case Study).

  • Clinics using AI fill 35 % more cancellations than manual workflows (Kareo).

Revenue & Workload Impact

Metric

Healthie Manual

Penciled AI

Industry Benchmark

Avg. slots filled per month

Baseline

+35 % (Kareo)

+25 % (SimplePractice)

Revenue recaptured / provider

Variable

$1,200 (Penciled Case Study)

Up to 18 % lift (Modern Healthcare)

Staff hours on waitlist

High

↓ 70 % (SimplePractice)

↓ 60 % (Kareo)

  • Admin relief. “Staff time spent on waitlist management decreased by 70 % after automation” (SimplePractice).

  • Predictable cash flow. AI prevents last-minute holes that wreak havoc on weekly revenue targets.

  • Patient happiness. Instant offers feel like VIP service; acceptance rates soar when outreach happens within minutes.

Integration, Privacy, and Ease of Use

  • Deep EHR hooks. Penciled pipes directly into Healthie’s API, mirroring schedule changes in real time.

  • HIPAA-first design. All PHI stays encrypted at rest; messages route through HITRUST-certified SMS gateways.

  • User management. Role-based permissions mean clinicians see only their slots; owners see global metrics.

  • Onboarding pace. A typical PT clinic goes live in under one week—“providers adopting AI waitlist solutions report significant reductions in administrative overhead” (Modern Healthcare).

  • Cost parity. Pricing is pitched as “cheaper than a front-office employee’s health-insurance cost,” delivering >35× ROI for WebPT clinics (Penciled company data).

  • Change management. No new apps for patients; they receive a branded link that lands in the same Healthie portal they know.

Market Landscape: How the Options Stack Up

Platform

Core Strength

Weakest Link

Ideal User

Healthie Waitlist

Native to EMR; zero extra fee

Manual calls & emails; staff burden

Solo practices with low cancellation volume

Penciled

AI engine fills slots in <10 min; deep Healthie/WebPT integration

Requires API access

High-volume PT, OT, or dietetics groups

SimplePractice Waitlist

Clean UI; auto-emails

Limited to SimplePractice EMR

Therapy clinics already on SP

Kareo Engage

Fast SMS blasts

Dated UI, add-on pricing

Multi-discipline practices needing outreach

“Practices using automated waitlist tools saw a 25 % increase in filled cancelled slots” (SimplePractice).

Why Penciled Leads

  • Sequence logic vs. single blast. Competitors often send one generic text. Penciled’s branching sequences continue until the slot is filled.

  • Full front-office stack. Beyond waitlists, it automates reminders, fee collection, plan-of-care follow-up, and Google-review nudges.

  • Analytics that matter. Daily reports flag unfilled gaps before they become revenue leaks.

Implementation Checklist

  • API credentials: Obtain Healthie API key & enable webhooks.

  • Waitlist hygiene: Export existing Healthie waitlist—remove inactive or discharged patients.

  • Preference mapping: Tag patients by provider, insurance, and time windows.

  • Message templates: Approve SMS/email copy with compliance officer.

  • Go-live rehearsal: Trigger a fake slot cancellation to see the sequence fire.

Providers who complete a structured rollout “see a measurable boost in filled appointments” (Kareo).

Conclusion: Turn Cancellations Into Cash—Automatically

Manual waitlists worked when clinics had one phone line and predictable schedules. 2025’s reality is different: digital-first patients, last-minute reschedules, and razor-thin margins. Healthie’s built-in list is a solid start, but AI takes you the final mile—fast. Clinics adopting Penciled reclaim thousands in lost revenue, cut admin hours, and wow patients with on-demand booking. Ready to fill every gap? Book a demo with Penciled today and let cancelled slots fund your growth.

FAQ

How does Penciled's AI-driven waitlist improve efficiency?

Penciled's AI-driven waitlist automates cancellation processes, filling slots in under 10 minutes and reducing staff workload by 70%.

What is the revenue benefit of using an AI-driven waitlist compared to manual methods?

Clinics can recapture over $1,200 per provider each month by using AI-driven waitlists, filling 35% more cancellations than manual workflows.

How does Penciled ensure patient data privacy?

Penciled employs HIPAA-first design with encrypted data and uses HITRUST-certified SMS gateways for communication.

What makes Penciled's AI system preferable to manual waitlists?

Penciled's system is faster, automating bulk notifications and bookings without staff intervention, thus increasing filled appointment rates and patient satisfaction.

How quickly can a clinic start using Penciled's waitlist system?

Most clinics can implement Penciled's AI waitlist within a week, thanks to streamlined integrations and familiar interfaces.



The future of front office for physical therapy.

Find out if your practice could benefit from an AI front office assistant.

Book a demo

The future of front office for physical therapy.

Find out if your practice could benefit from an AI front office assistant.

Book a demo

The future of front office for physical therapy.

Find out if your practice could benefit from an AI front office assistant.

Book a demo

The future of front office for physical therapy.

Find out if your practice could benefit from an AI front office assistant.

Book a demo

AI front office assistant for physical therapy.

© 2024 Penciled. All rights reserved.

AI front office assistant for physical therapy.

© 2024 Penciled. All rights reserved.

AI front office assistant for physical therapy.

© 2024 Penciled. All rights reserved.

AI front office assistant for physical therapy.

© 2024 Penciled. All rights reserved.