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Top Tips for Patient Scheduling

Updated Feb 21, 2023

Table of Contents

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  • Patient scheduling maximizes the productivity and utilization rates of the clinicians, doctors and staff.
  • The best EMR and practice management software has the ability to collect important patient data well before a patient even comes into the office. 
  • Leveraging automation, new technologies and the tips we provide, healthcare professionals, cliniciansand staff can all play a role in improving the patient scheduling process. 
  • This article is for healthcare professionals looking for ways to minimize waste and streamline operations. 

Patient scheduling is challenging. In many ways, it’s part science and part art. The goal is to maximize the productivity and utilization rates of clinicians, doctors and staff. But this important function also drives revenue and makes patient care more accessible. Effective patient scheduling aims to decrease the amount of time patients wait before they receive the care they need, and also maintain employee satisfaction among healthcare professionals. 

Healthcare providers should remember that scheduling issues will never go away. There will always be something that goes wrong, such as last-minute cancellations or staff call-outs. However, effective patient scheduling can improve patient satisfaction in all areas of their engagement with a healthcare organization. To improve patient scheduling, find ways to boost productivity while lowering wait times. [Read related article: How to Open a Medical Practice]

How medical software can improve patient scheduling

Medical software, specifically front- and back-office medical technology like medical practice management software, improves by leaps and bounds each day. There’s a lot of attention toward patient-facing technology innovations, but other advancements – particularly cloud-based healthcare IT platforms – now facilitate and optimize the daily management of a healthcare facility.

Streamlines patient registration and insurance eligibility verification

With patient pre-registration, medical software has the ability to collect important patient data before a patient even comes into the office. Additionally, smart features such as automated insurance-eligibility protocols check to ensure a patient’s insurance remains valid before services are rendered. Patients can even fill out any intake forms via a secure patient portal before coming in for their appointment. The result is reduced wait times and less crowding in waiting rooms. 


Getting up-to-date patient information in this way makes it easier to fill out necessary internal documentation, such as Form HCFA.

Creates a secure, shareable archive of medical records

Digital approaches also promote the archival needs of professional healthcare facilities. These tools empower office staff to organize and search for records without sifting through filing cabinets. Instead, medical records are retained digitally in compliance with HIPAA regulations. They also enable data sharing across multiple facilities. For example, organizations with multiple locations can easily see which providers are available on which days by glancing at a shared calendar regardless of their facility’s location.

Improves medical billing and coding

Digitizing the patient scheduling process also streamlines the accounts payable division by providing searchable, archival payment history and patient information. Patient scheduling apps provide quick access to patients’ medical histories in a manner similar to a light electronic health records (EHR) system – at a fraction of the cost. This is especially helpful for smaller clinics.

Encourages patient engagement

Whether with EHR or smaller patient scheduling apps, these technologies balance the needs of scheduling with the back-end operational needs of the office. Patients are empowered to take the following actions themselves:

  • Request their own appointments through the patient portal. 
  • Choose a time when their preferred physician is available.
  • Receive automatic appointment reminders sent to their email or phone. 

Keeps schedules flexible and easily updated

These tools also empower staff to quickly change or edit the scheduled appointments. For example, if a physician calls out sick, staff can log in and change appointment dates to another day for patients. Most systems can auto-generate messages alerting patients of these changes, and staff can follow up with phone calls to affected patients as well. Additionally, these systems come equipped with organizational features that color-code and provide drag-and-drop capability. These functions render them easy to use, learn and teach to new staff. 

Reduces no-shows and last-minute cancellations

According to some studies, before the pandemic, patient no-show rates were as high as 55% in the United States. Most medical software includes tools that keep your patients prepared for their upcoming visits through easily accessible patient portals. Fewer cancellations means you can see more patients and drive more revenue.

4 ways to improve patient scheduling

Echoing the statistics above about stemming the tide of no-show patients, a pre-pandemic prediction by Accenture projected that 38% of appointments would be self-scheduled by 2019, as cited in a CareCloud article. That metric was displaced by the pandemic, but it still illustrates the importance of technology – and the following best practices, as stated in the same article. 

1. Prepare for no-shows.

Late cancellations and no-show patients are a fact of life for healthcare offices. Maintaining a well-constructed and pruned waiting list of patients, however, makes a difference in mitigating the revenue and operational effects of this unpleasant occurrence. If appointment slots open up, you’ll be able to distribute those openings to patients waiting for treatment.


To reduce no-shows and last-minute cancellations, consider setting up automated patient reminders to keep your patients up to date about their upcoming appointment.

2. Make use of all open time blocks.

Ensure that all available blocks of time are scheduled back to back so providers can see as many patients as possible. Consecutive appointments reduce overhead costs and improve team member satisfaction by letting staff come in late or go home early on days with lighter appointment loads. 

3. Automate the manual. 

Workflow management includes the nuances of office activities such as scheduling, enrolling new patients, and medical billing and coding. These tasks are often defined by repetitive manual labor, which introduces the opportunity for human error. 

Luckily, most of these tasks can be managed by modern technology to save time for staff and improve accuracy. Implement a centralized dashboard that aggregates all tasks into a single overview so leaders and managers can identify bottlenecks and opportunities to further improve operations.

4. Leverage telemedicine.

Not every patient needs to come into the office. Especially since the COVID-19 pandemic, telemedicine may be the new normal. By reserving in-person visits for patients who require a higher level of care, healthcare providers save time and streamline the scheduling process. 

Patient scheduling is challenging. However, by leveraging automation, new technologies and the tips we provided, healthcare professionals, clinicians and staff can improve the patient scheduling process. At the least, they can make it easier for all parties involved to get the care patients need while minimizing the overhead that can burden staff.

Adam Uzialko
Staff Writer at
Adam Uzialko is a writer and editor at and Business News Daily. He has 7 years of professional experience with a focus on small businesses and startups. He has covered topics including digital marketing, SEO, business communications, and public policy. He has also written about emerging technologies and their intersection with business, including artificial intelligence, the Internet of Things, and blockchain.
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