Visit Type Rules
Tepia encodes duration, provider, room and prep rules for each visit type, so a new patient consult never lands in a 15 minute follow up slot.
Read: AI Scheduling and Booking Assistant DevelopmentTepia builds medical appointment scheduling apps that let patients book the right visit type with the right provider, verify insurance eligibility before the visit, and fill cancelled slots from a waitlist. Booking rules come from your EHR templates through FHIR Slot and Appointment resources or HL7 SIU messages, so the app never double books a provider.
Medical scheduling is a rules engine wearing a calendar, and the rules are what keep providers from walking into the wrong visit.
Tepia encodes duration, provider, room and prep rules for each visit type, so a new patient consult never lands in a 15 minute follow up slot.
Read: AI Scheduling and Booking Assistant DevelopmentTepia runs X12 270 and 271 eligibility checks through a clearinghouse at booking, so coverage problems surface days before arrival.
Read: Patient Portal DevelopmentSlots read from and write back to Epic, athenahealth or eClinicalWorks, keeping the front desk and the app on one calendar at all times.
Read: Clinic Check In Kiosk App DevelopmentWhen someone cancels, the app offers the open slot to waitlisted patients by text in priority order until one of them accepts it.
Figures Tepia plans around when scoping medical scheduling software.
Published outpatient studies report no show rates ranging from about 5 percent to roughly 30 percent depending on specialty.
Pew Research Center reports about 97 percent of US adults own a cellphone, so text reminders reach nearly every patient.
Tepia clients report roughly a 20 percent revenue increase after adding mobile to how their customers engage with them.
A salon booking widget asks for a service and a time. A medical scheduler has to know whether the patient is new or established, which provider can see that complaint, whether a referral or prior authorization is on file, which room or device the visit needs, and whether the patient must fast or stop a medication beforehand. Get any of these wrong and the visit is wasted for both sides.
Providers also run templates that change by day. A cardiologist might hold Monday mornings for echo reads, keep two same day slots open for urgent add ons, and see new patients only on Thursdays. A pediatric practice blocks well child visits by age. A multi location group shares a few specialists who rotate between offices. Tepia models these templates as data your staff can edit, rather than logic buried in code, because they change every quarter.
For a healthcare startup running its own clinics or a virtual practice, scheduling is often the first screen a patient sees, so it shapes trust before any clinician is involved.
During Discovery, Tepia walks through your real schedules with front desk leads and turns their unwritten rules into a table like this one.
| Rule | Example | What happens without it |
|---|---|---|
| Visit type duration | New patient 40 minutes, follow up 20, procedure 60 | Providers run late by midmorning every day |
| New patient restrictions | Only certain providers accept new patients this month | Staff cancel and rebook online bookings by hand |
| Referral or authorization required | Specialist visits for HMO members | Patients arrive and are turned away at check in |
| Resource dependency | Ultrasound room, infusion chair, interpreter | Two visits compete for one room |
| Preparation instructions | Fasting labs, colonoscopy prep, stop blood thinners | Procedures get postponed on the day |
| Held slots | Same day sick visits released at 4 p.m. the day before | Urgent patients go to urgent care instead |
| Age and plan limits | Pediatric providers only, plans a provider accepts | Mismatched bookings and frustrated families |
Each rule gets an owner and a place to edit it in the admin console. When a provider changes templates, the app reflects it on the next sync without a release.
Empty slots are the most visible scheduling failure, and Tepia attacks them from several directions at once.
Tepia measures fill rate and no show rate by visit type from the first week of launch, then tunes reminder timing with your operations team instead of guessing.
The scheduling app is only useful if the EHR agrees with it. Tepia reads provider availability and books appointments through FHIR Slot and Appointment resources where the vendor supports them, through the vendor’s own scheduling APIs such as athenahealth’s, or through HL7 SIU messages that keep the practice management system in step. Details are on our EHR integration with FHIR and HL7 page.
Around the calendar, Tepia typically adds X12 eligibility checks through a clearinghouse, Twilio for texts and voice reminders, SendGrid for email, and calendar file attachments so patients can add visits to their own phones. Some clients also add a conversational booking layer; our AI scheduling and booking assistant work covers how that connects to the same rules engine. Every integration logs access to PHI and runs under BAAs with each vendor.
Tepia uses the same six phases for every engagement, with a US based project manager who keeps your operations lead, IT and our engineers aligned.
Expect Discovery of typically 1 to 3 months, development and QA of 2 to 6 months, and about a month for launch. See our process for each phase.
If you run one or two locations with simple visit types, your EHR’s online scheduling module or a third party booking widget may be all you need. Tepia will tell you that during Discovery.
A custom app earns its place when scheduling is central to your model: a startup whose virtual and in person visits share one calendar, a specialty group with referral and authorization rules, a network that routes patients across many locations, or an organization that wants booking, check in and intake in one flow. Tepia can also build around your current system through its API rather than replacing it. When you want to compare options against your own templates, talk to Tepia.
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