What this means for your practice
Confirm an appointment only when the agreed booking system has accepted it. Keep uncertain results visible for review so staff and visitors do not have to guess whether the booking exists.
An example to discuss with your team
Simulate a missing response after a fictional diary request.


Questions to take to your supplier
Ask to simulate a missing reply after a fictional booking request. Can staff locate the actual diary record before repeating the request or contacting the visitor? The supplier should explain how confirmations connect to appointment references and how unresolved outcomes are reviewed.
Agree the working process
Define what must happen before a visitor receives a confirmed appointment message. The answer should refer to the agreed booking system accepting the appointment and providing the reference your team uses. A request received online may deserve acknowledgement without being described as a confirmed allocation. Ask the supplier to show the references visible to the visitor and to reception, and how staff use them when somebody calls. Include a case where the diary acted but its reply was lost.
Repeating the request without checking may create a second booking, while calling it failed may prompt the visitor to try again unnecessarily. Agree who reviews that uncertainty and how the person is kept informed through the service's approved process. Keep unresolved confirmations visible rather than forcing every result into success or failure. After launch, compare a sample of confirmation records with actual diary entries. This checks the business promise directly and helps identify misunderstandings that a simple website success count would miss.
How to check the result
Measure confirmation records without a matching diary appointment.
Turn reading into a next step
Your action checklist
Work through these checks with your team or supplier. Tick the ones you have resolved and leave unknowns open.
Record what you know, what is still missing and the answer you need from your team or supplier.
Use project decisions only, without personal, patient or confidential details. Entries stay in this page and are not submitted to Kay & Co. Copy or download before leaving; this page does not save your notes.
Further reading
These sources provide background for the topic. The practice examples and checklist are illustrative planning suggestions from Kay & Co.
Related guides
Need help with this?
Tell us what is getting in the way. Kay & Co. can help you understand the options and turn the next step into something that works for your practice.
Explore integrations & data services or discuss your project.
Try the free Healthcare Digital Planner to find your starting priority.
