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Appointments & Booking

Almost everything on the platform hangs off an appointment. This page explains the full lifecycle and which role acts at each step.

Who touches appointments​

RoleWhat they do
PatientStarts a booking, completes intake, pays, tracks status.
Doctor / PrescriberReviews the case, signs or denies.
PharmacyFills and ships the resulting order.
White-Label Admin / CS / AdminMonitor and manage appointments (scoped where applicable).

The lifecycle​

  1. Submitted — the patient finishes intake; the case enters review.
  2. In review — a clinician opens the case.
  3. Doctor reviewed — the clinician signs a prescription (or denied with a reason).
  4. Awaiting fulfillment — payment clears and the order routes to the pharmacy.
  5. Shipped → delivered — the pharmacy ships and the carrier delivers.

Booking (patient)​

The patient taps New Consultation and chooses a program from a shared program picker, then completes an intake questionnaire. Intake answers are the clinical backbone of the case — clinicians read them before any decision.

:::tip Intake can also live on a partner's site Some brands collect intake through an embedded questionnaire on their own domain. From the patient's perspective the flow is the same; they land back in the portal to pay and track. :::

Review (clinician)​

The clinician opens the case from their Queue (doctors) or Prescriptions worklist (prescribers), reads the intake and history, and decides. See Prescriptions & Refills and Labs & Requisitions.

Payment & fulfillment​

After approval the patient pays, and the order routes to the pharmacy, which works it through the fulfillment pipeline.

Managing appointments (staff)​

Staff use the Appointments surface to find and act on visits. Orders appear under their parent appointment row, so a single view shows the whole story of a case. White-label admins see only their brand's appointments; admins and CS see all.

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