Healthcare · Front Office & Intake
Appointment Scheduling SOP
A written procedure telling front desk staff how to book, confirm, reschedule, and cancel patient appointments.
What it usually contains
- Visit types and how much time each is allotted
- Steps for booking new versus established patients
- Information to collect and verify when scheduling
- Confirmation and reminder call, text, and email timing
- Rules for cancellations, no-shows, waitlists, and double-booking
What the assistant uses it for
Use it to answer how long to block for a given visit type, what a scheduler must ask or verify before booking, and how to handle late arrivals, no-shows, cancellations, and same-day or urgent requests.
How it is versioned
A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.
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