Scheduling Questionnaire

Scheduling Questionnaire

In preparation to help you build your calendar, please provide an answer to the following questions and create your Appointment Types.  Article: How to add Appointment Types


  • Start / End time
  • Lunch: Is a lunch break taken?
  • Time:
  • Weekend: Do you work Saturday and/or Sunday?
  • Saturday Hours
  • Sunday Hours
  • Standing meetings: Such as a monthly staff meeting
  • Yes: When?
  • No
  • What is the basic length of time that your provider books?
  • 10 min  15 min  20 min  30 min  40 min  60 min
  • Other? _____ 
  • What is the most frequently used appointment type? (Ex: Follow Up)
  • ___________________
  • Do you double book?  Yes    No
  • All Appointments Types?  Yes    No
  • If No, Specific Appointments Types? ____________________________
  • Do you book appointments by rooms, equipment or other non-provider resources?
  • Yes    No   If Yes, _______________________________
  • Do you schedule anywhere aside from the main office? (Ex: off-site surgery)
  • Does your schedule vary based on the day of week or facility?  Yes    No
  • When are copays collected
  • At check-in?
  • Check-out?
  • Do you collect pre-payment for services such as for surgery?
  • Do you sell over the counter products?
  • How many users need to be trained on the calendar functionality?
  • These are Users that just need to know how this feature works, such as, a Nurse Practitioner who has read only needs or someone who only works the Front Desk?
  • Instructions per day per provider to scheduling staff.
  • Example: Only 2 new patients in the AM but no more 
  • Can you provide a sample of your current calendar?  Yes    No

Schedule Setup and Build Overview

Schedule Build Splash Page

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