However the appointment starts, it should land in one schedule.

Phone, web, walk-in, and staff-booked appointments converge on the Charts patient and schedule—then continue through arrival, eligibility, care, and checkout.

Any website · AI phone booking · multi-provider schedule · kiosk · waitlist · eligibility alerts
MedSite Charts multi-provider scheduling workflow

Four doors. One operational record.

Appointment source remains useful for reporting, but staff should not have to reconcile four different calendars.

01 / PHONE

AI voice receptionist

Answers and books directly into the EHR schedule during peaks and after hours.

02 / WEB

Online booking

Works on an existing website or a connected MedSite practice website.

03 / STAFF

Front-desk booking

Day, week, month, discipline, and provider context for daily operations.

04 / RETURN

Waitlist + rebooking

Fills cancellations and nudges under-scheduled plans back toward cadence.

CHARTS SCHEDULEPatient · provider · visit type · coverage · source · status
Arrival

Check in without creating a second patient file.

Intake, consent, insurance-card capture, and balance collection return to the same record staff and providers use.

Charts self-service kiosk check-in
Cancellation recovery

Offer the opening before the schedule develops a hole.

Match an eligible waitlist patient, send the slot by text, and reflect an accepted offer on the schedule.

Automatic appointment waitlist fill
ONE BOARD

The schedule is only the start of the front-desk workflow.

Arrival state, unverified eligibility, unsigned intake, plan cadence, outstanding balance, and the next owner stay visible as the appointment moves across roles.

Operational task board and staff handoff workflow
Before arrival

Coverage attention

Surface unverified eligibility and expiring authorization against upcoming visits.

At arrival

Patient-owned entry

Let the patient complete intake and insurance capture without staff re-keying.

After the visit

Cadence + follow-up

Compare scheduled visits with the plan and route rebooking or retention outreach.

Scheduling and front-desk questions

Direct answers about fit, migration, ownership, AI review, and the connected platform.

01Can the AI voice agent and online booking work with my current website?

Yes. A practice can keep its existing website and still connect the MedSite AI voice receptionist and online booking to the Charts schedule. A connected MedSite practice website is available when the practice wants the full website-to-EHR loop, but it is not forced.

02Can the AI receptionist book directly into the EHR schedule?

Yes. The MedSite AI voice receptionist is positioned to answer calls and book into the Charts schedule, including when staff are busy or the practice is closed.

03Does online booking require a new practice website?

No. Charts online booking can be added to an existing website. A connected MedSite practice website is available for practices that want one website-to-EHR stack.

04What can patients do at the kiosk?

The kiosk workflow can support check-in, intake and consent, insurance-card capture, and an open-balance payment step connected to the patient record.

05How does automatic waitlist fill work?

When a slot opens, Charts can match an eligible waitlist patient, send a texted offer, and update the schedule when the patient accepts.

Test every way an appointment reaches your practice.

We’ll connect phone, web, staff booking, check-in, eligibility attention, and waitlist recovery in one synthetic patient journey.

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