Step-by-Step SOP:
Patient Consultation Booking
- The patient selects a date and time for their consultation by booking directly on the provider’s online calendar using the designated scheduling platform.
- As part of the booking process, the patient is required to complete an embedded intake form before their appointment is confirmed.
- The intake form collects essential information including the patient’s medical history, primary health goals, and any available lab results.
- Once the form is submitted and the booking is completed, the system automatically stores the intake data within the patient's record and sends a confirmation email with appointment details.
- The provider is notified of the new booking and can access the completed intake form in advance to prepare for the consultation.
