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Offer Check & Cancel 24 hours a day
Offer Check & Cancel 24 hours a day

To add Check & Cancel to your service for patients to try with minimal configuration

Updated over a week ago

If you want to introduce the Check and Cancel self-serve feature to patients twenty-four hours a day, you can add it to your call flow with minimal configuration using the steps detailed below

Some of our customers have used the sequence below to offer the feature first, before any greeting, even at weekends or when the surgery is closed

This means patients calling to check or cancel an appointment can do so at any time without joining a queue or speaking to a member of staff

Add the API user to the start block

Add a Menu

Edit menu Properties, set Repeats to 0

Add Prompt Audio offering a new automated service

Add Visible Output

Add the Patient Identifier Block (change voice in Properties) and the Check and Cancel Block

Route Check and Cancel output 1 to the Patient ID Block, Route Default and Nothing to your main calendar

Route the Identified output to the Check and Cancel Block

Route the Not Identified output to your main calendar

Add a hang-up to the Success output

Route the No Appointments Found output and Fail output to your main calendar

Deploy

You could add another Menu after No Appointments Found, asking patients to Press 1 if they were calling to check that they had no appointments booked.

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