Manage appointment requests
Portal and online-booking requests are reviewed by the clinic; they are not unrestricted instant bookings.
1. Review the request
Open Inbox and find the inbound appointment request. Confirm the client, patient, requested reason, preferred time, and any message. OpenVPM also creates a provisional Scheduled appointment for the requested slot.
2. Review the provisional appointment
Open the provisional appointment on Schedule. Use Edit appointment to assign the right appointment type, provider, room, duration, or a different time. Contact the client when the requested time is not suitable.
3. Confirm the outcome
After the client agrees to the final details, choose Confirm, select Phone or Email, and record the confirmation. Send a separate reminder or message when needed.