Should the first release use a staff-reviewed preference or an external scheduler?
- Staff-reviewed appointment preference
- Existing scheduler handoff
Choose: Use the scheduler when it already owns real appointment availability and the practice has reviewed its account, privacy terms, credentials, and integration path. Otherwise use a minimal preference that clearly remains pending staff confirmation.
Tradeoff: A scheduler can confirm a slot but adds provider, privacy, identity, availability, and event dependencies. A preference collects less and is easier to operate, but it requires staff follow-up and cannot promise a time.
