Medical Appointment Scheduling
TEMPLATE
The Medical Appointment Scheduling Template assists you by sending out automated confirmation emails to improve your process.
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Template structure
See how this template is structured. As this is just an example, you can customize it.
Start Form
- Patient’s name
- Patient’s email
- Patient’s phone
- Doctor
- Date and time of the appointment
- Is it a return visit?
- Yes
- No
- Did the patient request to be on the waiting list?
- Yes
- No
- Comments
Scheduled Appointments
- Scheduling assignee
- Due date to send the card to the confirmation phase.
Waiting List
- Rescheduled date and time
Rescheduled
- Appointment date
To Confirm
- Has the patient confirmed attendance?
- Yes (move card to “Awaiting appointment”)
- No (move card to “Canceled”)
- No reply (try phone contact and move card to “Awaiting appointment”)
Waiting Appointment
- Did the patient attend the appointment?
- Yes (move card to the next phase)
- No (move card to “Canceled”)
During the Appointment
- Is a return visit needed?
- Yes (create a new card and move this one to the next phase)
- No (move card to the next phase)
- Is any examination required?
- Yes
- No
- Documents needed
Attended Appointments
Canceled Appointments
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