Patient appointment scheduling and reminders

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Receive appointment request

   Patient submits appointment request through online booking portal or staff enters phone request. System captures preferred date, time, and treatment type.

   ChiroTouchEclipse Practice Management
2. 2

   Action

   Check provider availability

   System queries practice management database to identify available appointment slots matching patient preferences and provider specializations. Auto-assigns optimal time slot based on treatment duration requirements.

   ChiroTouchEclipse Practice Management
3. 3

   Action

   Create appointment record

   System generates appointment entry in practice management system with patient details, treatment codes, and estimated session duration. Updates provider calendar and room scheduling.

   ChiroTouchGenesis Chiropractic Software
4. 4

   Decision

   Determine reminder schedule

   System evaluates appointment type and patient history to determine appropriate reminder timing. New patients receive additional pre-visit instructions while returning patients get standard reminders.

   ChiroTouchClinicTracker
5. 5

   Action

   Send automated reminders

   System dispatches SMS and email reminders at predetermined intervals (72 hours, 24 hours, 2 hours before appointment). Includes appointment details, preparation instructions, and confirmation links.

   ChiroTouchEclipse Practice Management
6. 6

   Action

   Process confirmation responses

   System captures patient confirmation responses and automatically updates appointment status. Unconfirmed appointments trigger additional outreach or waitlist notifications.

   ClinicTrackerChiroTouch
7. 7

   Output

   Generate scheduling report

   System produces daily scheduling summary showing confirmed appointments, cancellations, and no-show predictions for staff review. Updates provider schedules and room allocations accordingly.

   Genesis Chiropractic SoftwareClinicTracker

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