Define the appointment
Record appointment names, duration, provider, location, working hours, and the difference between new and returning patients. Agree which requests require staff approval.
Check system access
List the data the integration must read and the actions it must perform. Confirm the supported platform version, permissions, and behavior when the connection is unavailable.
Test the edge cases
Try an unavailable slot, two requests for the same time, a different time zone, a cancellation request, and a request outside the supported appointment types. Ensure the visitor is not told a booking is confirmed before the system accepts it.
Prepare your team
Assign owners for schedule rules, approved answers, handoffs, and quality review. Begin with one workflow and use what you learn before expanding to other providers or locations.