What does the visitor need to find?
Choose a service, location or approved contact route. Identify where the current page leaves someone unsure.
Project preparation
Bring the administrative question the front desk keeps answering.
Use these questions to prepare a focused development discussion without sharing patient information.
What does the request actually mean?
Distinguish an inquiry, appointment request and confirmed booking. Name the system and person that confirm the next step.
Which information and channels are approved?
The practice's reviewers define fields, access, vendors and communication requirements. Identify the existing channel for sensitive details.
Which tools remain in use?
List practice-management, scheduling and communication providers. Confirm supported connections and the owner of failed updates.
How will the first change be checked?
Use fictional requests to test receipt, missing details and changed information. Verify the final staff record on representative devices without creating real appointments or messages.