Medical Appointment Scheduling


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

  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

Scheduled Appointments

  1. Scheduling assignee
  2. Due date to send the card to the confirmation phase.

Waiting List

  1. Rescheduled date and time


  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”)

Waiting 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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