Should the first release use a callback request or direct scheduling?
- Staff-reviewed callback request
- Verified external scheduling provider
Choose: Start with a minimal staff-reviewed callback request when appointment types, referrals, locations, or availability require human review. Use direct scheduling only when a verified provider exposes an appropriate hosted or API path and the practice has approved credentials, privacy, state mapping, and failure handling.
Tradeoff: A callback adds a staff step but keeps confirmation and clinical context with the practice. Direct scheduling can reduce friction, but adds provider credentials, sensitive-data boundaries, slot reconciliation, cancellation rules, outages, and compliance review.
