# Appointment reminder and rescheduling worksheet

Ethon AI · Revised September 5, 2026

Blank administrative planning aid. Use fictional examples only. Do not enter
patient information; operational records belong in your approved systems.

## Define the test

- Visit type:
- Supported communication channel:
- Fictional reminder message:
- Action the patient can take:
- What the message promises:
- What the scheduling system must confirm:
- Who owns an unfinished request:

## Test cases

| Fictional situation | Expected response/action | Actual result | Issue owner | Retest result |
| --- | --- | --- | --- | --- |
| Patient accepts the existing appointment | | | | |
| Patient requests another time | | | | |
| No suitable replacement is available | | | | |
| Reply arrives outside staffed hours | | | | |
| Patient asks to speak to staff | | | | |
| Scheduling confirmation fails | | | | |

## Acceptance review

- [ ] No appointment change is confirmed before the scheduling system confirms it.
- [ ] The original appointment is handled according to the practice's approved rules.
- [ ] The patient can distinguish a request from a completed change.
- [ ] An unresolved request has an owner and next review point.
- [ ] Staff can find the relevant handoff in the approved system.
- [ ] Team has reviewed communication preferences and exception handling.

## Measurement plan

Record the time window, denominator, source, and owner for reminder delivery,
responses, confirmed changes, attendance, and staff effort separately.
This worksheet does not promise fewer missed appointments.