Establish Workflow: Online Appointments

Steps to Define Scheduling Online Appointment Workflow

Discuss as a team

  • Figure out how to integrate online appointment scheduling into regular office workflow.
  • Include how frequently appointment requests should be processed during the workday.

Document the discussion

  • Record the workflow discussion and new processes that everyone agrees to.
  • If needed, change job descriptions to reflect new processes.

What you will need

  • Decision-making authority
  • Time for the discussion
  • A way to document decisions and processes (e.g., office manual)

Difficulty: Easy; need time to discuss and document

Outcome: Documented changes to office workflow

Time to Complete: Two to four hours