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Workflow

Appointment Scheduling Workflow

Appointment scheduling is the workflow of matching a patient's care need to the right clinician, location, and available time slot, then confirming the booking and reminding the patient. It typically spans the booking request, slot matching, confirmation, and reminders or rescheduling. Intelligent healthcare systems can support scheduling by helping find suitable slots, automate confirmations and reminders, and keep clinic calendars organized as availability changes.

How the workflow runs

  1. 01

    Request

    A patient or referrer requests an appointment, providing the reason for the visit and any timing preferences.

  2. 02

    Match

    The request is matched to a suitable clinician, location, and open slot based on the visit type and availability.

  3. 03

    Confirm

    The appointment is booked and a confirmation is sent to the patient with the date, time, and any preparation instructions.

  4. 04

    Remind and reschedule

    Reminders are sent ahead of the visit, and the slot is updated if the patient needs to reschedule or cancel.

FAQ

Frequently asked questions

What does the appointment scheduling workflow cover?
It covers matching a patient's need to an available clinician and time slot, confirming the booking, and handling reminders and rescheduling.
How can automation help with scheduling?
It can help surface suitable slots, send confirmations and reminders automatically, and keep clinic calendars up to date as availability changes.

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