ChineseManaging Appointment Requests
Learn how to efficiently handle appointment requests from patients.
Notification Settings
Configure how you receive notifications:
- Email: Receive instant email notifications
- SMS: Get text alerts for new bookings
- Dashboard: View all requests in your provider portal
- Mobile App: Push notifications (if using mobile)
To adjust settings: Go to Settings > Notifications
Confirming Bookings
When a patient books:
- Review the appointment request details
- Check for any special requests or notes
- Confirm the appointment in your system
- The patient receives automatic confirmation
Declining Appointments
Sometimes you may need to decline a booking:
- Click "Decline" on the appointment request
- Select a reason (optional but helpful)
- Patient is notified and can rebook
- Suggest alternative times if possible
Common reasons to decline:
- Schedule conflict
- Patient needs a specialist you don't provide
- Not accepting new patients
Contacting Patients
You may need to contact patients before their visit:
- Use the secure messaging feature
- Call using the phone number provided
- Request additional information
- Confirm special instructions
Managing No-Shows
Handle missed appointments:
- Mark appointments as no-show in the system
- Send a follow-up to reschedule
- Implement no-show policies
- Consider appointment reminders
Automated Reminders
MedXimity can automatically remind patients:
- Email reminders 24-48 hours before
- SMS reminders (with patient consent)
- Include what to bring and preparation info
Best Practices
- Respond to requests promptly
- Keep your availability accurate
- Use automated confirmations
- Follow up on cancellations
- Maintain professional communication