Appointments are not reaching the expected scheduling team
Start by identifying the current owner, expected destination and the handoff that should happen next.
Scheduling & access
Scheduling Workflow Help
Free starter help for appointment scheduling, handoffs, queues, appointment ownership and operational follow-up.
Common problems
Where teams usually get stuck
Requests sit between referral and scheduling
Start by identifying the current owner, expected destination and the handoff that should happen next.
Staff are unclear who owns rescheduling or follow-up
Start by identifying the current owner, expected destination and the handoff that should happen next.
Different locations use different workarounds
Start by identifying the current owner, expected destination and the handoff that should happen next.
Free starter check
What to clarify first
- Identify the exact appointment or scheduling task
- Confirm the current owner or pool
- Confirm what event should move the work to the next team
- Document the exception path when normal scheduling cannot proceed
Escalate internally when the issue involves
- Access or template configuration changes
- Production defects or outages
- Patient-specific clinical prioritization
- Security or permission changes