Appointment Statuses and Automations
Healthie is designed to make the booking process simple for both practitioners, and clients.
Once an appointment is added to the calendar (either by the client or the healthcare provider), providers can adjust the Appointment Status. By default, all appointments will have no status.
Appointment Statuses include:
- Occurred
- Cancelled
- No Show
- Re-Scheduled
Providers can click on an appointment within their calendar, select the appropriate status, and Save.
Appointment Automations
There are several automations that can tied to your appointment statuses including:
- Ability to automatically charge clients for occurred appointments
- Ability to automatically create and/or submit insurance claims for appointments [Forthcoming Update]
- Automatically charge clients for no-show appointments [Forthcoming Update]
Appointments Dashboard & Reporting
The Appointments Report enables you to download details and records of appointments scheduled within the platform. Use this report to reconcile client appointments by provider, by location, and run analyses on appointment no-show rates, amongst other needs. Appointment Statuses are included data within this report.
Visit the Appointments Report Dashboard to see high-level appointment details, and filter by Appointment Status.