What to change
Explain the current practical boundary and provide separate next steps for new and existing patients. Verify the wording with the practitioner and booking team.
A worked example
Illustrative example
A profile explains that existing patients can contact reception about review appointments, while new enquiries should ask the team about other available options. The biography remains factual and useful.


Put it into practice
Ask the diary team which booking routes remain available and update links accordingly. Simply hiding the profile can remove useful information from existing patients; leaving an unrestricted booking invitation can create enquiries that staff must disappoint.
Keep the route for existing patients separate from any invitation to join a general waiting list. The two arrangements may have different purposes and should not be presented as interchangeable.
What to agree before publishing
Distinguish the routes for existing patients and new enquiries before changing the profile. The practitioner may still provide ongoing appointments even if they are not accepting newcomers. Ask the diary team which links should remain and how uncertainty is handled. Removing the whole profile can deprive current patients of useful information, while an unrestricted invitation attracts unsuitable requests. Keep any alternative team route factual and explain its purpose without implying that another practitioner automatically replaces the person's existing arrangement.
How to check the result
Both audiences can understand the current arrangement without assuming the practitioner has left the practice.
A mistake to avoid
Do not leave an unrestricted booking invitation beside a small note that says no new patients.
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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