Appointment scheduling and reminders

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Receive appointment request

   Patient initiates appointment booking through online portal, phone system, or referral from another provider. System captures patient preferences, reason for visit, and insurance information.

   EpicAthenahealth
2. 2

   Action

   Check provider availability

   System queries EHR scheduling module to find available appointment slots matching patient preferences, provider specialty, and appointment type requirements.

   EpicCerner
3. 3

   Decision

   Verify insurance eligibility

   Automatically checks patient's insurance coverage and benefits for the requested service. Routes to manual review if coverage issues are detected.

   AthenahealthDrChrono
4. 4

   Action

   Book confirmed appointment

   Creates appointment in EHR system with all patient details, updates provider calendar, and generates appointment confirmation with pre-visit instructions.

   EpicCerner
5. 5

   Action

   Send automated reminders

   Delivers personalized appointment reminders via SMS, email, or phone call at 48 hours, 24 hours, and 2 hours before appointment with check-in instructions.

   KareoPractice Fusion
6. 6

   Decision

   Process reminder responses

   Handles patient responses to reminders including confirmations, cancellations, or rescheduling requests. Routes cancellations to waitlist management.

   AthenahealthDrChrono
7. 7

   Output

   Generate scheduling reports

   Produces daily scheduling summary with confirmed appointments, no-show predictions, and provider utilization metrics for practice management review.

   EpicCerner

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