Appointment Manager

Appointment Manager v1.0

/features/appointment-manager

Appointment Booking & Management (CORE)

Hero summary

Book, manage, and protect your diary — with intelligent rules, real‑time sync, and built‑in deposit enforcement.

Primoro’s Appointment Manager is a real‑time, two‑way scheduling engine connecting patients and staff through one governed system. It helps practices book the right appointments, enforce policies automatically, reduce no‑shows, and keep diaries running smoothly — without admin chasing, portal hopping, or inbox digging.

CTAs

→ Request a Demo

→ Explore Primoro CORE

What it does

Appointment Manager enables practices to:

• Book, cancel, and reschedule appointments in real time (staff + patient app)
• Enforce intelligent scheduling rules automatically
• Apply deposits and cancellation policies consistently
• Send confirmations, reminders, and arrival signals
• Recover cancelled slots using digital waitlists
• Align availability with staff rotas and coverage
• Surface guidance and insight via Primoro AI Assistant

All activity is logged, auditable, and visible across the platform.

Why it matters

• Fewer no‑shows and late arrivals through confirmations, reminders, and arrival signals
• Fewer booking errors with rule‑based scheduling and eligibility checks
• Less admin workload through automated deposits, policies, and rescheduling
• Better utilisation by refilling cancellations fairly and quickly
• Consistency across sites for group and multi‑practice operators

Core capabilities

Two‑way booking (staff + patient app)

Patients and staff book, cancel, and reschedule with real‑time updates across the system. Everyone sees the same diary, status, and details — no duplication, no lag, no miscommunication.

Intelligent scheduling rules

Automatically enforces booking logic, including:

• provider and surgery availability
• default durations and buffers
• eligibility and prerequisite checks

Invalid bookings are prevented before they happen.

Deposit & policy enforcement (CORE)

Deposits and cancellation rules are applied consistently and automatically:

• deposits taken at booking where required
• released on attendance
• enforced on late cancellation or no‑show

All actions are logged and auditable — without manual steps.

Confirmation & reminder journey

Appointments are confirmed and reminded through the Communication Hub:

• one‑tap confirmation or rescheduling
• unconfirmed bookings flagged early for follow‑up
• clear visibility of attendance risk

No inbox chasing required.

Arrival signals & “Time to Leave” prompts

Optional arrival indicators and travel‑based prompts give teams visibility into who is on the way, delayed, or at risk of being late — reducing day‑of surprises.

Digital waitlist & auto‑fill

When cancellations occur, eligible patients can be offered earlier slots automatically — filled fairly, quickly, and without staff calling around.

Rota‑aware availability & AI support

Availability is always aligned to staff rotas and coverage.

Primoro AI Assistant supports scheduling by:

• guiding patients to the correct appointment type
• highlighting at‑risk slots and missed confirmations
• surfacing patterns that improve diary utilisation

AI supports decisions — it does not book autonomously.

Governance & control (in context)

Appointment Manager runs inside Primoro’s governed platform:

• role‑based access (no shared logins)
• full audit trails for bookings, changes, and overrides
• consistent policies across staff and sites
• immediate access removal for leavers without data loss

How it fits within Primoro

Appointment Manager works seamlessly with:

• Rota Manager — provider coverage and availability
• Communication Hub — confirmations, reminders, follow‑ups
• Digital Forms — eligibility and pre‑booking requirements
• Primoro AI Assistant — guidance and insight in context

At a glance

Appointment Manager — FAQ

Is Appointment Manager part of CORE?

Yes. Appointment Manager is included in Primoro CORE and is designed for everyday operational use.

Can patients book appointments themselves?

Yes. Patients can self‑book, reschedule, and cancel through the Primoro app, with all rules and policies enforced automatically.

Are deposits included?

Yes. Deposits are included in CORE and enforced automatically where required.

Integrated Payments (full checkout and settlement) extend later via the roadmap.

How does this reduce admin workload?

By removing manual booking checks, enforcing policies automatically, and eliminating inbox and SMS chasing through one connected workflow.

Is it suitable for multi‑site groups?

Yes. Appointment rules, policies, and visibility remain consistent across sites, with local scheduling handled inside one platform.

How does AI get involved?

Primoro AI Assistant supports booking decisions by guiding correct appointment selection, highlighting risks, and surfacing patterns — without replacing staff control.

Final CTA

Keep your diary full, fair, and under control — without the admin burden.

→ Request a Demo

→ Explore Primoro CORE

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