New appointment requests

Administrative intake readiness

Review required documents, choose the next administrative action, and send a clear handoff.

Packet 1 of 3

Selected packet

Avery Morgan

New patient consult

I-4471
Requested slot
10:30 AM
Readiness
Consent missing

Readiness checklist

Administrative requirements

  • Referral receivedReferral document is uploaded.

  • Insurance information receivedInsurance card image is present.

  • Signed consent requiredThe signed consent form is missing before scheduling.

Decision path

Choose the next administrative action