Explain a change in the booking platform

What to change

Describe how new bookings and existing reservations should be handled during the change. Verify the real arrangements with the booking team rather than assuming accounts or appointments transfer automatically.

A worked example

Illustrative example

A practice directs new bookings to its current provider while telling patients with earlier confirmations to contact reception about changes. It avoids claiming the old account now controls the new system.

How to check the result

A patient can choose the right route based on their task without making a duplicate reservation.

A mistake to avoid

Do not imply that creating a new account imports appointments or records unless that transfer has been verified.

Your action checklist

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 recordState which route patients should use for a new appointment.Explain how someone checks or changes a booking made through the previous provider.Clarify whether the patient needs another account and what contact route resolves uncertainty.

Evidence, open questions and decisionsNext action and responsible role

Entries stay in this page and are not submitted to Kay & Co. Download your notes before leaving; the page does not save them.