For scheduling operations, new-patient slot allocation is a written control that shows the source, the owner, and the close.
Workflow at a glance
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Tasks your VA can handle
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True cost comparison
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Keys to success
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Common questions answered
Who approves a new-patient slot allocation exception?
The the practice manager approves; the scheduling specialist prepares the evidence.
What closes a new-patient slot allocation case?
A named owner, the source record, the decision, and the confirmed destination value.
Protect the schedule with a written control
If the team is busy but appointments still fail, start with the source, owner, and close condition for each exception.
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