Education Library
Patient Self-Scheduling Widget Implementation Checklist
General Website Placement
- Ensure scheduling CTA is prominently placed at the top of every page (top right or left)
- Verify scheduling CTA is never placed below the fold without a duplicate above the fold
- Position “Contact Us” forms in less prominent locations to avoid competing with scheduling CTA
- Limit email contact CTAs to lower portions of pages, footers, and Contact/Location pages
- Maintain consistent CTA placement across similar page types
- Ensure high visibility without overwhelming other content
Call-to-Action (CTA) Design
- Use consistent CTA language across all pages
-
Implement one of the recommended CTA texts:
- “Schedule Now”
- “Schedule Today”
- “Schedule Online”
- Use clear, action-oriented language
- Ensure CTA visually stands out from surrounding content
- Use contrasting colors to make widget stand out
- Maintain adequate white space around widget
- Ensure text is easily readable
- Make interactive elements obviously clickable
Homepage Configuration
-
Configure widget to display all scheduling options:
- By Location
- By Provider
- First Available
- Present full range of available procedures
- Optimize for quick access to earliest available appointments
Provider Profile Pages Configuration
- Auto-configure widget to pre-select the specific provider
- Display only procedures offered by that provider
- Allow patients to select from provider’s available time slots
Location Pages Configuration
- Pre-select the specific location in the widget
- Show only procedures available at that location
- Display availability for all providers at the location
- Include “First Available” option within location
Procedure/Service Pages Configuration
- Auto-populate the selected procedure
-
Offer scheduling options:
- First Available appointment
- Select provider
- Choose location where procedure is offered
User Experience Optimization
- Minimize required clicks based on page context
- Ensure widget loads quickly
- Provide clear error messages if needed
- Include help text or tooltips for complex options
- Maintain ADA compliance for accessibility
- Optimize for mobile view
- Consider right-hand sidebar placement for desktop views
Implementation Validation
- Verify scheduling CTA is prioritized over phone calls and email contact forms
- Test widget functionality across all page types
- Confirm all pre-selections work correctly based on page context
- Validate mobile responsiveness
- Test loading speed across various devices
- Ensure error handling works properly
- Verify ADA compliance
- Set up analytics to monitor widget performance
Performance Monitoring
-
Establish baseline metrics for:
- Click-through rate on scheduling CTAs
- Completion rate of scheduling process
- Abandonment points in scheduling flow
- Appointment show rates
- Set up regular review schedule for optimization
- Create process for collecting user feedback
- Develop plan for continuous improvement based on data
