Integrations & data · Practice guide

Send confirmations only when the appointment is confirmed

Illustrative situation

A visitor receives a confirmation even though the appointment was not created in the practice diary. A booking confirmation is a promise about an appointment existing in the diary. A website receiving a request is an earlier step. Keep uncertain results visible so neither reception nor the visitor has to guess which stage was reached.

Healthcare booking calendars on two connected screens with blue and orange appointment cards.
Make the handover between tools clear for the team using them.

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.

Healthcare data integration connecting two applications through a field-mapping board.
Agree what each field means and which system owns it.
Healthcare data validation separating matched records from an exception tray.
Make rejected or uncertain records visible for review.

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.

Checks to discuss

Record what you know, what is still missing and the answer you need from your team or supplier.

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Further reading

These sources provide background for the topic. The practice examples and checklist are illustrative planning suggestions from Kay & Co.

Related guides

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