Staff Scheduling Widget
Lets providers and care coordinators book appointments on behalf of patients directly from the patient profile — using the same availability rules as patient self-scheduling, no workarounds required.
Built by SE Team
The problem it solves
Care coordinators and providers booking on behalf of a patient have no staff-friendly way to do it inside the patient's chart — the alternative is using a patient self-scheduling link and booking as if they were the patient, an awkward workaround that bypasses the patient's actual care-team context.
What's included
- Appointment type, contact method, and location selection (staff-facing)
- Bookable provider list scoped to the patient's own care team
- Auto-filled state and insurance from the patient's profile where required
- Available slot display based on the selected constraints
- Booking via createAppointment with enforce_availability: true — same rules as patient self-scheduling
How it works
Embedded in the Healthie patient profile page. Staff select an appointment type, contact method, and (for in-person) location; the widget loads the patient's care team as the bookable-provider list and pre-fills state/insurance from the patient's profile where required. Available slots display based on those constraints, and staff book directly via createAppointment with enforce_availability: true. Authenticates via a JWT delivered through postMessage, sent as a Bearer token with an AuthorizationSource: ThirdPartyApp header; patient ID comes from that JWT, with an id URL parameter as fallback.
Example configuration
mutation StaffBookAppointment($input: createAppointmentInput!) {
createAppointment(input: $input) {
appointment { id date_time }
messages { field message }
}
}
# Example variables
{
"input": {
"provider_id": "provider_id",
"client_id": "patient_id",
"appointment_type_id": "appt_type_id",
"date": "2026-08-01T14:00:00Z",
"enforce_availability": true
}
}The Staff Scheduling Widget lets providers and care coordinators book appointments on behalf of a patient directly from the patient profile, without resorting to a patient-facing booking link. It's built for staff and care teams handling scheduling on a patient's behalf, using the same availability rules as patient self-scheduling. Staff choose an appointment type, contact method, and location, and the widget automatically loads the patient's care team as bookable providers. Bookings only go through into genuinely open slots — staff are held to the same availability constraints patients are.
