Business task
Adopt the composite appointment recipe.
- 01
Verify HMIS capabilities
The selected connection must expose provider search, schedules, availability, verification, and the intended booking or callback action.
- 02
Open task templates
In Settings → AI workspace → Templates, filter to PeopleTide HMIS.
- 03
Choose the composite recipe
Use Doctor availability and appointment enquiry rather than wiring unrelated provider and booking tasks.
- 04
Review outcomes and outputs
Keep distinct results for available choices, no schedules, lookup failure, booking completion, and staff assistance.
- 05
Simulate and publish the task
Test the task with fixtures, then publish the version the workflow will use.
Conversation workflow
Offer choices without assuming intent.
- 01
Select the published task
Add the appointment enquiry task to a customer-service workflow for the connected channel.
- 02
Gather provider and date
Resolve the doctor name and requested date before retrieving schedules.
- 03
Offer explicit slots
Show a small page of available times. A bare “yes” must not select a time.
- 04
Verify the patient
Complete the secure identity flow before protected reads or appointment writes.
- 05
Confirm authoritative details
Use the selected slot, current fee, hospital terms, and the original command identifier.
- 06
Handle staff assistance
Create a ticket with the caller, patient, provider, location, slot, timezone, request, and conversation references.
Connected test
Test with the same care as production.
- Use a controlled customer number and the intended channel.
- Confirm that ambiguous patients and family members require the correct intervention.
- Select an offered slot explicitly and review the resulting command or ticket.
- Retry uncertain commands with the same identifier; do not create a replacement request.
- Verify that a completed reply is sent only after the authoritative HMIS result is available.