What this means for your practice
Describe the actual result of submission and the next day-to-day step. Avoid promises about response time unless the receiving team can support them.
An example to discuss with your team
Simulate a failed submission; the interface must not display a success confirmation.


A practical example
For example, an enquiry confirmation might say that the booking team has received the request and will reply through the chosen contact route. It should not say “See you soon” if no appointment exists. Ask your supplier to show what appears when sending fails as well as when it succeeds. Ask reception to check the email acknowledgement too. Both messages should leave the patient with the same understanding.
If an enquiry reference is issued, explain what it is for and make it easy to keep. Do not imply it is an appointment number if no appointment exists. Reception should be able to use the same reference when the visitor later asks about progress.
Make this improvement work
Write confirmation wording for success, definite failure and an uncertain result before the form is built. The receiving team's process should determine what is promised next. If a message has been received but an appointment is not arranged, make that difference explicit. Ask the supplier to demonstrate the three cases with fictional information and inspect what arrives for staff. Provide an appropriate contact or recovery route without encouraging repeated submissions after an uncertain result. Keep any response-time statement tied to a commitment the practice can support. Review duplicate enquiries and calls asking whether a message arrived as evidence about the clarity of this part of the journey.
How to check the result
Count enquiries repeated because the original status was unclear.
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
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