Playbook, healthtech app

The same clinician, or the sooner one

Rescheduling here is not moving a box in a diary. It is a choice between waiting for the person who saw somebody last time and taking whoever is next available, and it is complicated by consultations that exist for a reason with a date attached, such as a review that has to happen before a repeat arrangement continues.

Why this is not the general answer

The handling pattern for rescheduling and cancelling holds across every trade. What follows is the part that does not.

  • Continuity is a real trade off rather than a preference, because seeing the same clinician usually means waiting longer, and somebody deciding that needs the policy on both halves rather than a booking screen.
  • Some consultations are not freely movable, since they exist in order to happen before something else, and a review pushed past that point has consequences the person moving it may know nothing about.
  • Clinicians work rotas across the places they are registered in, so what can be offered depends on where the person is as well as on when they are free.
  • A late change is charged under some arrangements and not others, and where the access is funded the person moving the slot may not be the person who would be charged for it.

How it arrives

  • can i move my consultation to next week
  • how do i get the same doctor i saw last time
  • how much notice do i have to give to change an appointment
  • my review is booked before my repeat runs out can i push it back
  • will i be charged for changing it twice
  • can i cancel and rebook for a different time zone

What has to be indexed for this to work

Material behind this answer
How rescheduling works in the product, screen by screenWhere a person changes or cancels, what they can do themselves and what needs the team. Naming the screen answers most of these outright and requires no view of anybody's booking.
The continuity policy, written as a trade offWhether somebody can ask for the clinician they saw before, what that does to the wait, and what happens when that clinician is not on the rota. People choose differently when they can see both sides, and they resent being shown only one.
The notice window and what a late change costsThe period, the charge if there is one, and who pays it under a funded arrangement. Publish the version you enforce, because it gets quoted back on the day it applies.
Which consultations should not simply be movedWritten by your clinical team in general terms: the kinds of appointment that exist before something else, and what a person should do instead of pushing one back. General, never about an individual, and it is the sentence that stops somebody creating a gap for themselves.

The reply

A reply worth copying
Consultations are changed and cancelled in the appointments section of the app, and the notice window and any charge for a late change are on our terms page [1]. If you want the clinician you saw before, that can usually be asked for, and our page is honest that it often means waiting longer than taking the next available slot [2]. Some appointments are booked to happen before something else, such as a review, so if that is what yours is, it is worth speaking to the service before you move it rather than afterwards. I cannot see, move or cancel any booking, and I do not discuss individual appointments.

The continuity answer gives both halves, since somebody who asks for a named clinician and is not told about the wait complains about the wait instead. The warning about reviews is written in general terms, because it is a genuine risk and describing anybody's own appointment would not be allowed. The refusal is stated as a category rather than as a failed lookup, which is the correct wording on a health product.

Where it stops

The trigger. The visitor asks about a booking they already have, wants a slot moved or held, or is moving a review that sits before a repeat arrangement.

The handover, worded
I have no access to bookings and do not discuss individual appointments, so I cannot move, hold or cancel anything. Leave your name, an email and what you need and the team will pick it up. If a review is due before your repeat arrangement continues, please contact the service rather than leaving it with me.

It stops answering before it guesses, says who will pick it up, and asks for the one thing that makes a reply possible. Nothing about it reads as a dead end.

Never say this here

Out of bounds

  • Never confirm or deny that a named person has a consultation booked.
  • Never say a slot, a clinician or a time is available, since nothing here sees a rota.
  • Never say an appointment has been moved, held or cancelled.
  • Never tell anybody that a particular consultation or review can safely be delayed.

Questions

Could it reschedule if we connected the booking system?
No. It writes into nothing, so a change always happens on your screens or with your team. What it clears is the traffic that only wanted the notice window, the screen, or whether the same clinician can be asked for.
Why can it not confirm somebody has an appointment?
Because the fact that a named person has one is information about their health, and it cannot establish who is typing. It declines to discuss individuals as a category rather than reporting that nothing was found, since a search style denial says something too.
Should the continuity policy really admit the longer wait?
Yes. The alternative is somebody choosing the named clinician without knowing what it costs them and then complaining about a delay nobody mentioned. Publishing the trade off makes the choice theirs.

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