Scheduled Appointment Updates Provider
When a client books a configured appointment type, automatically updates their primary provider to match the provider they scheduled with.
Built by SE Team
The problem it solves
Clients sometimes book a specific appointment type with a different provider than the one currently listed as their primary provider, but without automation, updating that assignment requires a manual staff correction.
What's included
- Automatic check whenever an appointment is scheduled
- Appointment type checked against a configured list
- Client's primary provider updated to match the scheduled provider
How it works
Appointment scheduled
Appointment type matches configured list
Update client's provider
Scheduled Appointment Updates Provider automatically updates a client's primary provider assignment whenever they book one of a configured set of appointment types, so the client's record reflects who they're actually working with. It's built for practices where a specific visit type (like an initial screening) should establish or change the client's provider of record.
