Appointments
What is an Appointment Request?
A captured intent that has not been committed yet, plus what each status means.
Quick answer
An Appointment Request is something a caller asked for that has not been committed yet. It is created when your policy requires staff approval, or when Sera could not complete the action itself. Work the queue under Requests.
Statuses you will see
- pending staff approval — waiting for your team
- approved / processing — accepted and being carried out
- completed — the appointment change actually happened
- alternative required — the requested time is no longer usable and a different time is needed
- rejected, failed, expired, cancelled
Approving a request books it exactly the same way any other booking is made, including making the change in Open Dental first when you are Integrated.