Should the site use a custom request or the practice’s existing provider?
- Custom minimal request with staff review
- Verified practice-management or scheduling-provider link
Choose: Use the workflow the practice already governs safely. Prefer its verified provider when that system owns intake or scheduling; use a custom pending request only for the small set of initial-contact fields staff can protect and review consistently.
Tradeoff: A custom request gives tighter control over fields and wording but creates a new protected queue to operate. A provider may preserve an established workflow while adding its own account, plan, contract, configuration, accessibility, and outage dependencies.
