Appointment booked or moved
Let the patient know their appointment is booked, or that it moved, with the day, time and place.
- Patients
- Any practice
Practices import this playbook into MediFlow in one click. It starts in Watch only mode, so nothing goes out until the practice is ready.
Is it a fit?
When to use it
Use it for every practice that books visits for PI patients, so the patient always has the latest day and time in writing.
When not to use it
Skip it if your scheduling system already sends its own booking texts, so patients don't get the same note twice.
Why it helps
Without the appointment in writing, it's easy for a patient to mix up the day or the location. A short note each time a visit is booked or moved keeps everyone on the same page.
How it works
What starts it, what has to be true, and what happens next.
When
- An appointment is booked or its day, time or location changes.
Only if
- The patient has a cell phone on file.
Then
- The patient gets a text with the appointment details.
- The note is saved on the case.
Steps
- Your team books or moves a visit.
- MediFlow picks up the change.
- The patient gets a text with the day, time and address.
- The case keeps a record of what was sent.
Works well with
- Workflow · Day-before reminderDay-before reminder: reply C to confirm or R to reschedule
Remind the patient of tomorrow's appointment and let them reply C to confirm or R to reschedule.
- Workflow · Needs to rescheduleNeeds to reschedule
When a patient asks to reschedule, tell the scheduling team and let the patient know someone will reach out.
- Workflow · CanceledAppointment canceled
Confirm a canceled appointment with the patient and invite them to book a new one.
See it on your own cases
We'll show you how this playbook would run in your practice, and which others fit with it.