Booking exception desk routing
A routing page that gets each nonclinical booking exception to the desk with its reason and the freed slot in time to offer it again, with the unused slots counted.
- Industry
- Healthcare-Adjacent and Wellness (Admin)
- Team
- Operations
- Use case
- Time and resources
- Tags
- Internal review
- Includes
- 1 database · 1 app
Template preview
Included items
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Intake holds, authorization queue and booking exceptions
Database · Embedded view: Exceptions, handoffs and location reports · Requires sign-in
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Dashboards
App · 3 embedded blocks: Chart: Booking exceptions by reason and outcome (c-exceptions-stacked); Chart: Unused appointment slots by weekday (c-slots-hbar); KPI: Appointment slots left unused (k-slots) · Requires sign-in
Overview
What this template supports
An internal routing page for the scheduling desk and location coordinators. It shows the booking exceptions by reason and outcome and the unused slots by weekday with live Dashboards blocks, sets the routing rules and the 16:00 cut-off, and lists the open exceptions with their next action. It embeds the exceptions, handoffs and location reports as a live table with sample records.
- Stats row of exceptions and outcomes
- Exceptions by reason and outcome block
- Unused slots by weekday block
- Embedded exceptions, handoffs and reports table
- Routing rule list and sequence diagram
- Late-notice callout and open exceptions table
How to use this template
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Log each exception with its reason
Record every nonclinical booking change with its reason, the slot affected and the options that may be offered.
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Route by the cut-off
Carry the reason and permitted alternatives into the location queue by 16:00 the day before, and offer any freed slot to the next person waiting.
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Review open exceptions and unused slots
Count the slots left unused each week and review the open exceptions with the director of operations.
Frequently asked questions
What is a booking exception?
A booking that was moved or cancelled because a nonclinical prerequisite, such as a form or a plan response, was unresolved.
Who decides to keep, move or cancel a booking?
Scheduling desk staff decide, and decide which options may be offered. No booking is chosen on clinical grounds.
What does Booking exception desk routing help me do?
A routing page that gets each nonclinical booking exception to the desk with its reason and the freed slot in time to offer it again, with the unused slots counted.
Who reads and maintains this page?
Alderpoint scheduling desk and location coordinators; prepared by the scheduling desk lead. The director of operations reviews it.
Is this page shared with the client?
No. It is an internal page kept by the scheduling desk lead. Used inside the firm only, after every open exception shows a reason, an owner and a next action.
What do visitors see in the public link?
The public link opens the full page without sign-in. The embedded Intake holds, authorization queue and booking exceptions view and the live Dashboards blocks are separate items that need FuseBase sign-in and workspace access, so a visitor without access does not see their live records.