Real-Time Alert for Missing Patient Contact Information During Appointment Scheduling

What’s New 

• A Patient Contact Information alert is now displayed when scheduling an appointment for a patient with incomplete contact information.
• The alert is triggered when the patient is missing:
  – Mobile phone number
  – Email address
  – Both mobile phone number and email address
• For supported scheduling workflows, the alert displays:
  “Patient contact information incomplete: missing mobile number and/or email. Please update before proceeding. Continue to the patient’s profile?”
• Users can select:
  – Yes – Opens the Patient Profile so contact information can be updated.
  – No – Dismisses the alert and allows scheduling to continue.
• The alert is non-blocking and does not prevent appointment creation.
• The functionality is supported in standard appointment booking workflows, including Scheduler and Quick Schedule.
• For Quick Schedule, Referral, and Follow-up workflows, the alert is informational only and does not redirect the user to the Patient Profile. These workflows display:
  “Patient contact information incomplete: missing mobile number and/or email.”
• Vaccine scheduling workflows are excluded from this alert.

Practice-Level Configuration

Navigation:
Settings > Practice > Scheduler > Missing Contact Information Alert

Configuration:
Select the Missing Contact Information Alert checkbox to enable the feature for the practice.

How It Works

• Once enabled, the system checks whether the patient has a mobile phone number and email address when scheduling an appointment through a supported workflow.
• If either contact detail is missing, the system displays the Patient Contact Information alert.
• In workflows that support profile navigation, select Yes to open the Patient Profile and update the missing information, or select No to continue scheduling.
• For Quick Schedule, Referral, and Follow-up workflows, the informational alert is displayed without redirecting to the Patient Profile.
• Complete the appointment scheduling process as usual.

Benefits

• Improves the accuracy and completeness of patient contact information.
• Supports more reliable appointment reminders, confirmations, and telemedicine communications.
• Reduces missed communications caused by incomplete contact details.
• Allows staff to address missing information within the scheduling workflow where supported.
• Maintains scheduling flexibility because the alert does not prevent appointment creation.
• Provides workflow-specific behavior for Scheduler, Quick Schedule, Referral, and Follow-up scheduling