Do consult types really need separate calendars?

It is the difference between letting clients book themselves and not. Separate calendars are what makes self-booking safe when appointment lengths differ that much.

Who configures all of this?

We do. You describe how the practice runs, and we build it to match.

Specialty & Referral

You Have Two Clients on Every Case

The owner, and the practice that sent them. Referral work runs on keeping both informed, and most of that communication is still happening by phone tag and fax.

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A pug in a recovery cone after a procedure

What actually goes wrong

Referral Work Breaks at the Handoffs

The medicine is specialist. The communication is usually not.

The referring practice hears nothing until the invoice

Case communication lives on one record, so what has been sent and when is visible instead of remembered.

Unified inbox

Consults booked into the wrong slot length

Consult types get their own calendars with their own durations and rules, so a first consult never lands in a recheck slot.

Online booking

Procedure consent chased on the morning

Requested by text and email when the case is scheduled, signed remotely, tracked to Signed on the record.

Consent stack

Rechecks that quietly never get booked

The recheck is asked for the way a recall is: on time, by name, and it stops the moment the appointment is on the books.

Recall engine

A case from referral to handback

Referral, Consult, Procedure, Handback

Four beats, two audiences, and one record that both of them are on.

Referral

The case arrives with its details

Owner and patient information is collected once, in a form, rather than reconstructed from a voicemail.

Consult

Booked into the right slot type

First consults, rechecks and procedure consults are separate calendars, not one shared list.

Procedure

Consent already signed

Requested at scheduling, signed from a phone, visible on the record before the day arrives.

Handback

Both clients get closed out

The owner gets follow-up and discharge information. Keeping the referring practice equally informed is the piece worth designing together on the call.

Questions

What Specialty & Referral Practices Ask First

Communication with any contact lives in the same inbox and on the same record. How your practice wants the referring vet handled specifically is worth walking through together.

Walk Us Through One Case

Pick a recent referral and tell us every message it generated. That map is the fastest way to see what this changes.

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