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Review and Approve

Use the Review and Approve screen to manage incoming appointment requests. Doctors can approve the proposed time, suggest an alternative, or decline the request.


This screen includes:

  • Appointment metadata, including proposed time and participant details.
  • A Suggested Scheduling card (appears only after selecting Suggest Another Alternative; behavior matches Alternative Offer).
  • Action buttons: Approve, Suggest Another Alternative, and Decline.
  • Conditional disclaimers and eligibility warnings.
  • Button state logic based on session validity or required inputs.
  • Automatic closure on success, with real-time status updates.

Workflow​

  1. On the homepage, select Manage Appointments > Appointment List.
  2. Review the proposed date and time.
  3. Select one of the following actions:
    • Approve confirms the appointment and submits the response.
    • Suggest Another Alternative opens a Suggested Scheduling card to propose different times.
    • Decline triggers a modal requiring a cancellation reason.
  4. After submission, the screen closes automatically and the appointment status updates in the list.

Validations​

  • Enables or disables actions based on appointment status and input state.
  • Requires at least one valid date and time to activate Submit when suggesting an alternative.
  • Displays coverage warnings and disclaimers before any submission.
  • Prevents all actions for expired appointments or inactive doctor accounts.

Actions​

  • Approve confirms the appointment, sends the update, and closes the screen.
  • Suggest Another Alternative opens the scheduling card, accepts inputs, and submits proposed times.
  • Decline opens a modal, requires a reason, then cancels the request.
  • On success:
    • Saves the selected action.
    • Closes the screen.
    • Updates the appointment in the Appointment List.

Suggested Scheduling Validator​

Use the following rules to ensure alternative proposals meet system requirements. See Suggested Scheduling.

Validation RuleBehavior
Requires at least one date + timeRejects empty or invalid input.
Maximum of three alternativesRejects if more than three time blocks are added.
Cannot overlap existing timesHighlights overlap and disables submission.
Enforces minimum lead timeRequires at least 2 hours from current time.
Enforces doctor availability windowAccepts proposals only within configured work hours.
Requires timezone confirmationDisplays timezone dropdown if not pre-selected in profile.
Displays warning for low coverageShows coverage warning if suggestion leads to out-of-network risk.

SDK and API References​

GET 

/profile/appointments/{id}/approve

Retrieves the necessary data or UI components to respond to an appointment request whether approving, declining, or suggesting alternatives.

UI Element Types​

LevelReferenceTypeLabelPlacement
1alternative-{1}CardSuggested Scheduling—
1another-alternativeLinkSuggest another alternative—
1spacerSpacer——
1approveButtonApprove—