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.

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  • 1. Patient's name

  • 2. Patient's email

  • 3. Patient's phone

  • 4. Doctor

  • 5. Date and time of the appointment

  • 6. Is it a return visit?

    • Yes
    • No
  • 7. Did the patient request to be on the waiting list?

    • Yes
    • No
  • 8. Comments

Scheduled appointments

  • 1. Scheduling assignee

  • 2. Due date to send the card to the confirmation phase.

Waiting list

  • 1. Rescheduled date and time

Rescheduled

  • 1. Appointment date

To confirm

  • 1. 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")

Awaiting appointment

  • 1. Did the patient attend the appointment?

    • Yes (move card to the next phase)
    • No (move card to "Canceled")

During the appointment

  • 1. 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)
  • 2. Is any examination required?

    • Yes
    • No
  • 3. Documents needed

Attended appointments

Canceled appointments

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