Inquiry → administrative questions → appointment selection → confirmed booking → attended visit. Mark each step that requires staff today.
Weekly inquiries: ____ | Booked appointments: ____ | Attended visits: ____ | Staff minutes per inquiry: ____
Appointment type: ____ | Calendar: ____ | Provider/location: ____ | Time zone: ____ | Duration: ____ | Cancellation rules: ____
List questions the assistant can answer from approved administrative information. List clinical questions requiring your care team and the agreed escalation route.
Booking rate = confirmed bookings ÷ eligible inquiries. Attendance rate = attended visits ÷ booked visits. Keep bookings and attended visits separate; do not treat either as guaranteed revenue.
Choose one appointment type and one channel. Test unavailable slots, duplicate requests, time zones, cancellations, and staff takeover. Agree owners and review dates.