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Appointment workflow planning

Offer cancelled appointments through a reviewed waitlist

Yes AI can scope cancellation offers around your practice's rules. Confirm preferences, keep staff oversight and check the booking system before promising a slot.

30 minutes. Free for businesses with 20+ full-time staff; otherwise AUD 200 including GST.

Fictional cancellation example

A planning illustration with no patient records, messages or live calendar connection. The appointment remains available for review.

9:00Example existing booking
9:30Example existing booking
10:00Example existing booking
10:30Available: check before offering
11:00Example existing booking
11:30Example existing booking
12:00Example existing booking
12:30Example existing booking

Example waitlist preferences

Example person A

Any morning; two hours of notice

Matched for review: check notice and eligibility before offering

Example person B

Tuesday or Thursday mornings

Pending date check: confirm the appointment day before offering

Example person C

After 2 pm

Non-matching: this morning slot is outside the stated preference

Find where cancelled appointments are lost

Notice arrives late

Review how cancellations reach staff and whether another person has enough notice to attend.

Offers need follow-up

Record time spent checking preferences, contacting people and managing unanswered messages.

Confirmation is unclear

Identify where offers, responses and the actual booking record disagree.

Compare your own fill-rate assumptions

The starting values are fictional examples. Both rates start equal, and you can model a lower result. Neither rate is an AI prediction or a practice benchmark.

050

0500

0100

0100

Gross booking value scenario

Current weekly value
$288.00
Scenario weekly value
$288.00
Weekly value difference
$0.00
Annual value difference
$0.00

0 expected filled-slot difference per week.

Weekly difference = cancellations × appointment value × (scenario rate − current rate) ÷ 100. Annual difference assumes 52 identical weeks. Fractional slots are expected averages.

These are gross booking values before attendance, collection, refunds, margin and operating costs. They are not cash received, profit or guaranteed recovery.

Define the offer and confirmation process

1

Verify the cancelled slot

Identify the practitioner, location, appointment type and booking record. Confirm that the slot is actually available.

2

Review eligible preferences

Apply approved practice rules and notice requirements. Escalate clinical eligibility or priority decisions to the responsible professional.

3

Send an approved offer

Agree the channel, consent, expiry and next step. Log failures and stop offers when someone opts out.

4

Recheck and confirm

Check availability immediately before writing a booking. Handle competing acceptances and failed writes, then send a confirmation only after success.

Requirements to scope with your team

Each function needs an agreed system connection, owner and test.

Eligibility rules

Use approved practitioner and appointment rules, with a route for exceptions.

Preference matching

Check days, time windows, minimum notice and location preferences.

Offer wording

Distinguish a time-limited offer from a confirmed appointment.

Expiry and follow-up

Agree when to stop waiting and how staff handle late replies.

Booking checks

Test duplicate responses, concurrent offers and calendar write failures.

Multiple locations

Keep access, availability and travel preferences distinct.

Privacy review

Review provider regions, data flows, access, retention and onward transfers. Agree requirements in writing; this page does not certify compliance.

Staff fallback

Keep a usable record of pending offers when a provider is unavailable.

Pilot measurements

Measure offers, confirmations, attendance, errors and total operating cost.

Measure the pilot before extending it

Offers that reach the intended person

Confirmed bookings that are attended

Staff time checking and correcting

Provider and support costs

Frequently asked questions

How quickly could a cancelled appointment be offered?

Timing depends on how the cancellation is received, the selected providers, staff checks and the person responding. Agree an offer expiry and measure actual response and attendance during a pilot. A notification or acceptance does not guarantee that the appointment will be filled.

How should waitlist priority be decided?

The practice approves eligibility and priority rules, including appropriate clinical oversight where needed. Check practitioner, appointment type, location, notice and patient preferences. Clinical priority is a professional decision; a revenue score or automated category must not replace it.

What happens if someone does not respond or several people accept?

Define expiry, reminders and any next offer before launch. Immediately before confirming, recheck the authoritative calendar and whether another person has already accepted. Handle late responses, duplicate requests and failed writes through a tested recovery process. A sent offer is not a confirmed booking.

Can a waitlist connect to our practice management system?

The exact product, edition, API access and permitted operations need assessment. Cliniko, Best Practice, MedicalDirector, Genie, Halaxy and dental systems are examples to discuss, not a list of guaranteed native connectors. Start with approved test records and verify cancellation events, availability, booking writes and failure handling before relying on the connection.

Can people specify when they are available?

A proposed workflow can collect approved preferences such as days, times, practitioner, location and minimum notice. Staff need a way to correct them, and matching needs tests for exceptions. Collect only information required for the agreed purpose and confirm consent and contact preferences.

How can someone join or leave the waitlist?

Possible options include a staff-managed list or an approved booking form, depending on the systems in scope. Explain how offers work, how to update preferences and how to leave. Verify opt-outs and failed messages before enabling notifications. Do not promise a queue position or an appointment that has not been confirmed.

Can the workflow cover several locations or practitioners?

This can be assessed during scoping. Keep each location, practitioner and appointment type distinct, with approved access and matching rules. Test travel preferences, shared calendars, concurrent offers and exceptions. Broader coverage may require extra integration work and staff review.

What are the costs and expected return?

The 30-minute consultation is free for businesses with 20+ full-time staff; otherwise it costs AUD 200 including GST. Implementation and ongoing service are quoted after scope is agreed. Include provider fees, messaging, maintenance and staff review. The calculator uses your assumptions and gross booking values; it does not predict fill rates, profit or payback.

Review OAIC guidance on commercial AI and Ahpra's professional responsibilities when considering a clinical practice workflow.

Review a cancellation workflow for your practice

Bring your booking system details and an approved example. The consultation is 30 minutes, free for businesses with 20+ full-time staff; otherwise AUD 200 including GST. Further work is quoted after scoping.

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