Appointments

Appointment Workflow Issue

Appointment Workflow Issue
  1. When scheduling appointments What factors should be considered?
  2. How do I add an appointment scheduler to workflow?

When scheduling appointments What factors should be considered?

When scheduling appointments, what factors need to be taken into account? The needs of the patient, the habits and preferences of the provider, and the capacity of the facility. An office schedules appointments every 20 minutes, with 30 minute blocked off for lunch.

How do I add an appointment scheduler to workflow?

Head to your template workflow area. When you add an action, choose the SEND APPOINTMENT SCHEDULER action, and then select the template you would like to use. This will send the invoice, form, etc... whatever you have tied to that Scheduler template.

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