AI & automation · Planning worksheet

Appointment reminders: define message timing

Illustrative situation

A reminder arrives after a patient has already changed the appointment because the schedule was copied into another tool.

The decision

Use a current authoritative appointment source and define when reminder eligibility is checked. Timing rules should reflect the provider's actual communication process.

Rehearse this before accepting the change

Reschedule a fictional appointment before the reminder runs.

Use fictional examples and an authorised test environment. Record what happened, the evidence you inspected and any issue that still needs a responsible owner.

Choose a useful measure

Count reminders referring to outdated appointment details.

Agree the definition and baseline with the team doing the work. Review the result over a comparable period and note other changes that could affect it.

Your planning worksheet

Use these checks to prepare a discussion with your team or supplier. Tick a check when you have recorded the decision or evidence, rather than when a feature has simply been promised.

Decisions to record

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Further reading

These primary sources provide additional context for the project decisions above.

Related decisions

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