Scheduling questions
What does healthcare scheduling software need to do?
Are appointment reminders allowed by TCPA?
Can patients book themselves?
Is this staff rostering software?
Patient scheduling
- Included
Provider, room and location calendars
Day and week grids by provider or by location, with keyboard navigation for the front desk, check-in is one key on the focused row.
- Included
Recurring series
Recurring appointments materialized ahead of time and expanded in the location time zone, so a daylight-saving change does not shift a multi-state practice's week.
- Included
Cancellation and no-show tracking
Reason codes captured in two interactions, feeding per-client and per-staff rates rather than a single practice-wide number.
- Included
Validation at the booking slot
Credential, availability and, for practices working against payer authorizations, the remaining authorized balance, checked before the booking is committed.
- Roadmap · v1.x
Appointment reminders
Reminder messages kept strictly separate from any promotional content, so the healthcare exemption that makes them lawful is not lost.
- Roadmap · M5
Patient self-booking
Part of the portal work, not the first release. Listed here so it is not discovered as a gap later.
On reminders, one honest note: the delivery channels and timing rules will be documented here when the reminder feature itself ships, not before. The consent rules around healthcare messaging are specific enough that we would rather describe the feature accurately once than approximately twice.
Staff scheduling and rostering
About half the people searching this term want to build staff rotas, not book patients: shift patterns, coverage rules, availability bidding, overtime. Those are a different workflow from appointment booking, and we treat them with the same discipline as everything else here. Today, MegAligna schedules patients into appointments against real staff availability; full workforce rostering is on our roadmap, and it will appear on this page as shipped only when it actually is. Until then, availability windows per staff member, which the booking validation already checks, cover the scheduling side of staffing.
Scheduling is not a standalone tool here
The appointment is the same object as the encounter that produces the note and the charge. That is the reason to run scheduling inside the practice management system rather than beside it in a calendar product.
See it with your own caseload
14 days, no card required. Set up a client, an authorization and a first session in about half an hour.