Readiness
Intake defaults
Patient intake controls should explain what is missing before the visit.
- Required before arrival
- New patient forms, medical history, consent
Incomplete required forms keep the appointment out of Ready.
- Review triggers
- Medical alert, insurance change, expired consent
These create human work only when review is needed.
Insurance requirements
Eligibility problems should be visible before the patient reaches the chair.
- Verified
- Ready
No staff action required.
- Pending or unknown
- Needs Attention
Route to insurance desk when the appointment is approaching.
- Failed
- Blocked
Surface a recover action before treatment starts.
Confirmation rules
Confirmation is lightweight and appointment-facing, not a campaign system.
- New patient intake
- Needs Attention
Required before Day View can mark the appointment Ready.
- Insurance mismatch
- Blocked
Route to insurance desk when eligibility is failed or unknown.
- Unconfirmed appointment
- Needs Attention
Patient Services owns the confirmation attempt until resolved.