Map the visit types
Agree which appointments can use the workflow and what information is needed.
Practice software / Scheduling
Scheduling Software for Medical Practices
Connect appointment requests and supported booking functions with your practice’s provider, location and visit rules. We configure the pathway around your actual scheduling process.
Configured and managed by Brand Lift 360.
Software features follow your plan and confirmed scope.
360Scheduling
Your configured workflow
01Appointment pathways
Offer the request or booking options supported by your configuration.
02Practice rules
Review providers, locations, visit types and availability.
03Coordinated follow-up
Connect available appointment status with reminders and staff actions.
Illustrative workflow. Functions depend on the selected configuration.
01 / A practical implementation
Match Appointment Requests to Your Rules
We review visit types, providers, locations and scheduling permissions. Test the patient-facing steps and staff handoff, including whether the system requests a visit or confirms a booking.
Confirm the connection
Test the functions supported by the calendar or EHR integration.
Check the next steps
Review confirmations, changes and the process for staff intervention.
02 / Confirm the details
What to Confirm Before Setup
A request is not a confirmed booking unless the supported workflow confirms it. Clinical suitability and urgent scheduling remain with your practice.
Explore the CRM overviewYour setup conversation
Your implementation scope
The job to be done
Your priorities, office process and team responsibilities.
The supported connection
Enabled software, permissions and integrations in scope.
The operating plan
Training, testing, access and ongoing management.
03 / Questions practice owners ask
Scheduling.
Clear Answers.
Can people book directly online?
Direct booking depends on your appointment rules and the selected calendar or EHR connection. We confirm the supported pathway before presenting it to patients.
Can we set different provider and location rules?
We review the rules your practice needs and configure the options supported by your software and integrations.
Will it synchronize every change?
Synchronization depends on the specific connection and functions in scope. We test the intended behavior and define how your team handles exceptions.
Is this included in your marketing packages?
Software features are included according to the selected marketing plan and agreed configuration. We confirm enabled functions, usage, integrations and any additional charges in your scope. View plans and pricing →
Your practice. Your workflow.
Discuss Your Scheduling Process
Book a 15-minute call with Jenn or Danzell. Bring your current system and the task your team needs to improve.
Included according to your marketing package.