Schedule & Appointment
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How the Provider App Connects to the Ecosystem​
The Provider App receives information after the clinic completes the required review and provider assignment steps. It does not receive every appointment request or dental evaluation submitted by patients.
| Ecosystem Stage | Action |
|---|---|
| Patient App | The patient submits an appointment request and may authorize the release of a DR. ANNIEâ„¢ dental evaluation |
| Clinic Portal or Clinic App | Clinic staff review the appointment request, verify availability, accept the request, and assign the appropriate doctor |
| Clinic Portal | For a released dental evaluation, clinic staff review the case and assign it to a provider |
| Provider App | The assigned provider reviews the appointment, preliminary evaluation, and images before the consultation |
| After Provider Review | The evaluation status is updated and becomes visible to the clinic as reviewed |
Provider Appointment Workflow​
1. Receive an Assigned Schedule​
Once the clinic confirms the provider's working schedule, it becomes visible on the Provider App home page and calendar.
2. Access Assigned Appointments​
After the clinic accepts an appointment request and assigns the provider, the appointment becomes available in the provider's schedule.
3. Review Appointment Information​
Review the patient, clinic location, scheduled date and time, and available treatment information before the consultation.
4. Conduct the Patient Consultation​
Use the available patient and dental evaluation information to support the consultation and determine the appropriate clinical assessment and next steps.
5. Access Past Visits​
After the visit, previous appointment information can be accessed through the Past Visits section.
Schedule Info​
Tap a schedule card on the dashboard to open the Schedule Info page and view detailed schedule information.
Appointment List​
Select the Appointment button to view patients scheduled for that day.
Each patient entry includes a color indicator:
- Green: Appointment completed
- Red: Appointment canceled
- Yellow: Clinic confirmed, patient has not yet visited
Additional Appointment Features​
- Zoom Teledentistry Link Available if the patient requested a remote consultation.
- Case Evaluation Button Appears once the patient releases their dental evaluation via the iSmartOfficeâ„¢ Patient app.
Past Visit Tracking​
After a visit is completed, the patient record automatically moves to Past Visit, allowing you to review and track previous appointments.