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
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1. Patient's name
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2. Patient's email
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3. Patient's phone
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4. Doctor
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5. Date and time of the appointment
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6. Is it a return visit?
- Yes
- No
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7. Did the patient request to be on the waiting list?
- Yes
- No
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8. Comments
Scheduled appointments
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1. Scheduling assignee
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2. Due date to send the card to the confirmation phase.
Waiting list
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1. Rescheduled date and time
Rescheduled
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1. Appointment date
To confirm
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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
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1. Did the patient attend the appointment?
- Yes (move card to the next phase)
- No (move card to "Canceled")
During the appointment
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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)
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2. Is any examination required?
- Yes
- No
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3. Documents needed