CoCharts

Article 4 of 5

How to accept or decline a booking request

Review a patient's requested time and location before confirming their booking.

  1. Open the request

    Review pending booking requests from Home or the scheduling tools. Check the patient, provider, service, requested time, and location.

  2. Accept or decline

    Accept confirms the selected booking. Decline closes the request. Requests are for a specific slot; there is no alternative-time offer in this workflow.

  3. Verify the appointment

    After accepting, find the visit on Schedule. If another time is needed, coordinate with the patient and use the scheduling workflow.