Connecting patients to the right appointment

Gatestone brought consistent administrative intake, scheduling guidance and follow-up to a health network operating across several locations.

Client profileMulti-location health network
Service scopeNon-clinical scheduling support
The challenge

Different routes into scheduling

The health network offered outpatient services across several locations, but patients did not encounter a consistent route into them. A central number, a local office and an online request form could provide different views of availability and booking requirements.

Incomplete referrals and unclear service descriptions sent patients between teams. The administrative work became harder to follow just when a patient needed a clear answer about an appointment.

The network needed its scheduling support to explain the requirements consistently and keep unfinished requests moving to the right team.

Gatestone’s work

Establishing what each booking needed

01

Booking requirements

Gatestone worked from the network's approved appointment rules, including required information, referral requirements and location options. Questions that needed clinical or specialist scheduling review were identified separately from tasks the administrative team could complete.

02

Prepared coordinators

Coordinators trained in the network's tools, identity checks and booking procedures. Practice covered the situations most likely to interrupt a straightforward booking, including incomplete referrals and unavailable appointments. A maintained service guide gave the team a shared basis for explaining requirements.

03

Clinical boundaries

This prepared coordinators to identify the missing administrative step and explain it clearly. Clinical triage, referral acceptance and appointment eligibility remained with the network's designated teams.

How the work changed

Following the request beyond intake

Confirmed bookings

Where the information and permissions allowed, the team completed the booking and confirmed the appointment details. Requests requiring another team's decision were routed with the relevant supporting information.

Pending requests

Pending callbacks and incomplete referrals stayed visible until the next team accepted the handoff. Patients received either confirmed details or an explanation of what was still required.

An appointment awaiting review was kept distinct from a confirmed booking, so the update matched the actual state of the request.

What changed

A consistent scheduling route

01The service review

The service review followed scheduling requests from first contact to booking or an accepted specialist handoff. It considered missing information, overdue callbacks and repeat enquiries caused by unclear location or preparation details.

02A consistent route

The delivered change was a consistent administrative route across the network's entry points.

03Clear next actions

Coordinators had common guidance, pending work had a visible next action, and the handoff carried the context needed by the receiving team. Scheduling support was connected through the point where the next decision could be made.

Start the conversation

Make the path to an appointment clearer.

Talk to our team→