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Appointment Request Wizard

Use the Appointment Request Wizard to create an appointment request for the current patient.

In this flow, you:

  • Select date, time, and location.
  • Enter request details.
  • Confirm and submit the request.

Before you start​

The wizard supports eligibility checks and visit-type requirements.

caution

If the selected patient or coverage does not match request requirements, the app shows a generic mismatch message and returns to the Home screen.

Workflow​

  1. Select date, time, and location.
  2. Enter request details.
  3. Confirm and submit the request.

Pages in this flow​

  • Select date, time, and location describes the standalone selection step.
  • Enter request details describes the Appointment Request page.
  • Confirm and submit describes the Confirm Request page.
  • Edit a request describes editable and locked sections.
  • Reference lists validation behavior and shared rules.