Wizard for Direct Clinic Appointment Request

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Use the Direct Clinic Appointment Request screen to create a clinic appointment request with a selected provider and clinic location.

This screen includes:

#	Element	Description
1	Header	Displays the Appointment request title and back action
2	Provider card	Displays provider name, specialty, appointment date, time, visit type, distance, and clinic note
3	Coverage section	Displays the selected coverage or payment option
4	Patient details section	Displays the selected patient profile
5	Contact information section	Collects contact name, email, phone number, and preferred contact methods
6	Medications section	Captures whether the patient takes medications on a regular basis
7	Medical issue section	Collects the medical problem description
8	Attachment action	Adds supporting documents
9	Primary action	Continues to the next appointment request step
10	Data-sharing notice	Explains that details are shared with the doctor

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Workflow

1. Select a doctor > Clinic location.
2. Open the Direct Clinic Appointment Request screen.
3. Review provider and appointment details.
4. Select coverage and patient information.
5. Enter required contact information.
6. Complete medical information.
7. Select Next.

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Validations

Scenario	App Behavior	SDK Output
Provider missing	Block screen load	error = profile_required
Location missing	Block screen load	error = location_required
Specialty missing	Block screen load	error = specialty_required
Patient missing	Disable Next	validation = patient_required
Contact name missing	Disable Next	validation = contact_name_required
Email missing or invalid	Display field validation	error = invalid_email
Phone number missing or invalid	Display field validation	error = invalid_phone
Contact method missing	Disable Next	validation = contact_method_required
Medical issue missing	Disable Next	validation = medical_issue_required
Required fields complete	Enable Next	state = ready
Request rejected	Display error state	status = 405

Actions

Scenario	App Behavior	SDK Output
Screen opens	Load clinic appointment request form	PUT /api/v3/wizard/direct-clinic
Coverage selected	Update coverage context	coverage = selected
Patient selected	Update patient context	patient = selected
Contact details entered	Update contact state	contact = updated
Contact method selected	Update contact preference	contactPreference = updated
Medication option selected	Update medication state	medications = updated
Medical issue entered	Update request details	medicalIssue = updated
Attachment selected	Add supporting document	attachment = added
Next selected	Continue appointment request flow	navigation = next
Back selected	Return to previous screen	navigation = back

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Endpoint Resources

Wizard for Direct Clinic

PUT 

v3/wizard/direct-clinic

Returns the appointment request screen for a direct clinic appointment with the selected provider and location.