Not every clinic runs on a Practice Management System (PMS). With or without one, patients still need a simple way to request appointments. Heron ensures booking requests are captured, logged, and actioned — so no patient slips through the cracks.
⚙️ How It Works
Patient requests a time → through a call, message, or inquiry.
Heron collects details → including patient name, reason for visit, and preferred date/time.
Notification sent to staff → request appears on the Inquiry board and can also trigger an alert.
Staff confirm manually → by adding the appointment to the clinic’s calendar or system of choice.
Update status → once confirmed or denied, staff move the inquiry card to Scheduled or Completed.
✅ Best Practices
Assign a designated staff member to check booking requests daily.
Use the Notes section in the inquiry card to log confirmation details or patient preferences.
Call or message the patient back promptly to confirm, so they feel looked after.
If your clinic uses a shared calendar, make sure all staff have access to avoid double bookings.
👉 Even without a PMS, Heron ensures every booking request is captured and actioned — giving patients confidence that their appointment is being handled.