Define availability before opening bookings
List providers, appointment lengths, services, and clinic hours. Decide which visits can be requested online and which require staff confirmation. A useful booking demonstration should show how reception handles a schedule change without losing track of the patient.
Coordinate booked patients and walk-ins
Appointment time and queue position serve different purposes. Review how your team checks patients in, handles late arrivals, and updates the live queue. Agree who can change a provider schedule and how staff communicate delays.
Review confirmations and reminders
Clarify when a request becomes a confirmed appointment. If you need SMS or email reminders, include the provider, message costs, consent process, and delivery limitations in the proposed scope. Do not assume a reminder service is bundled with every implementation.
Connect booking to the next step
A booking should give reception enough information to prepare the visit without asking patients to send unnecessary health details through a public form. Discuss how the appointment connects to an existing patient record and the consultation workflow.
Prepare for your workflow assessment
- List appointment types and typical durations.
- Explain how walk-ins, rescheduling, and cancellations are handled.
- Identify who confirms online requests.
- Include website integration and reminder requirements in the assessment.
Describe your workflow without sharing patient records or other sensitive medical information.
Discuss your clinic requirements