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Schedule Intelligence

Patients book through a customizable widget on your website — selecting a provider, choosing a time slot, entering insurance details, and receiving automatic confirmations. No phone call needed.

This section covers everything you need to configure and manage your scheduling system.

app.goranggo.com/schedule
247
Bookings this month
94%
Schedule fill rate
4.2 min
Avg booking time
38
New patients
12
Cancellations
98%
Confirmation rate

What’s inside

Dashboard
Real-time overview of booking activity — appointments booked, new vs. returning, referral sources, and status breakdown.
Appointment Data
Searchable, filterable log of every booking, cancellation, reschedule, and no-show with full timestamps and outcome tracking.
Providers
Add and manage providers, set operatory assignments, and control individual availability windows per location.
Reasons for Visit
Define appointment types that appear in the booking widget, set durations, and link them to specific providers.
Insurance
Configure which insurance plans to collect upfront, so patients only see slots that match their coverage.
Templates
Customize automated confirmation, reminder, and follow-up messages sent at configurable intervals.
Settings
Control widget branding, booking buffer times, holiday blocks, and notification preferences globally or per location.

How booking works

When a patient books through your widget, here’s the flow:

1
Patient lands on your website and opens the booking widget.
2
Selects their nearest practice location from the available list.
3
Chooses a reason for visit — treatment type filters available providers and slots.
4
Enters insurance information, which is verified upfront.
5
Picks a provider and available time slot from the live PMS schedule.
6
Confirms the booking and receives an automatic confirmation and reminders.
Note: Real-time availability sync requires PMS integration. Supported systems and setup timelines are confirmed during onboarding.

First-time setup

Step 1
Providers
Add your clinical team, set their roles, and configure per-provider availability.
Step 2
Reasons for Visit
Define the appointment types patients can book, with durations and provider links.
Step 3
Insurance
Set which insurance plans to collect at booking and how they filter available slots.
Step 4
Templates
Customize confirmation and reminder messages for each appointment type.
Step 5
Settings
Configure widget appearance, buffer times, and notification rules before going live.

After completing setup, use the Settings page to verify your widget is live before announcing it to patients.

How scheduling connects

Marketing Pulse
Booking data feeds into your ROI module, attributing new patients to the campaigns that drove them.
Call Intelligence
Phone bookings captured via call tracking are reconciled against online bookings for a complete picture.
Forms
Form-based appointment requests sync into Appointment Data alongside direct widget bookings.
Reviews
Post-appointment review requests are triggered automatically based on completed visit records.

Module guide

Ready to set up Schedule Intelligence?

Book a demo and we’ll walk you through the full setup.

Book a demo