Scheduling / queue management tool - Questions

Here are some key questions to ask as you evaluate a scheduling / queue management tool.

Resident experience

• What’s the overall flow for scheduling?

• Flow for scheduling an appointment ahead of time

• Flow for scheduling a day-of visit and schedule a real-time walk-in

• Lightweight screener at time of booking to confirm eligibility

• Do they have a way to upload eligibility information? (e.g. ID card)

• Reminders: day before, day-of, “you’re up soon”, with information on what to expect to prepare them in advance

• Ability to reschedule and/or cancel

Provider on-site experience

• Workflow manager

• 2-way messaging between resident and provider

• Determine whether 1st or 2nd shot and what the brand is

• Manually add patients

Admin experience

• Easily manage multiple locations at the same time, manage # of lines available

• Dynamic scheduling day-of

• Grace period for residents running late

• Ability to shut off line (e.g. if running behind)

• Cancel a block of appointments (e.g. due to weather) and message people about the cancellation

• Easy access to vaccination data for reporting purposes.

For more information on trends observed in the field .