Key takeaways
Reviewing new bookings as soon as you receive them and proactively reaching out if there are issues helps reduce cancellations and ensures a smooth patient experience.
When a patient books through Zocdoc—on the Marketplace, through your Google Business Profile, or your Book Online Button—their appointment instantly appears in Inbox and on your Zocdoc Calendar. If you use a calendar integration, the appointment is automatically added to your EHR.
All bookings made through Zocdoc include essential patient information upfront. To give your patients a great experience right off the bat, review each booking and reach out to the patient quickly if there are issues or you require more information.
If you use a Calendar Integration: Patient and appointment information will appear in your EHR. While in most cases, this information automatically appears in the relevant field, please also check the “Notes” section of your EHR.
You can also communicate with patients ahead of the appointment so that they know what to expect. This can provide reassurance that the practice received their information and everything is good to go, which leads to fewer no-shows and cancellations.
Important tips:
Review each new booking as soon as you receive it or, at most, within 24 hours to confirm you accept the patient’s insurance, can treat their visit reason, and you have everything you need to see them.
Check for insurance card images, IDs, or forms, which may arrive at the time of booking or shortly after. We automatically request insurance card images, and any forms and IDs that you request. Learn how to find patient details in your appointment card.
When should you reach out to patients?
You need additional insurance information or want to verify their coverage.
The patient needs a referral and doesn’t have one.
You need more information about the patient's visit reason to ensure they can be treated.
You want to clarify coverage and/or cost responsibility before the appointment.
If you receive a booking for an insurance plan or visit reason you don’t accept, update your settings to prevent future mismatches. Learn how to maintain accurate settings.
If you need to cancel or reschedule an appointment, be sure to discuss the changes with the patient beforehand. If you don’t use a Calendar Integration, make sure any rescheduled or canceled appointments are reflected in your Zocdoc Calendar so your availability is up-to-date.