Appointment pipeline
A board that follows each patient from the moment a referral or enquiry lands to the moment they arrive — and moves them along on its own as appointments are requested, confirmed and kept.
Nobody falls between the referral and the visit.
One board, seven stages
New referral, contacted, requested, confirmed, rescheduled, arrived, lost. Then every patient who has not been reached yet is in one column instead of in someone's head.
- Faxed referrals and web enquiries start here
- Filter by provider or by who owns it
Stages that move themselves
When an appointment is requested, confirmed or rescheduled, the patient moves to the matching stage without anyone dragging a card.
- Driven by real appointment events
- A later booking starts a fresh entry, so history stays intact
A person decides who is lost
A declined or cancelled appointment sends the patient back to contacted, not to lost. Then closing someone out is always a decision a member of your team made, with a reason recorded.
- Reason for loss is captured
- Cancellations return to follow-up
One board, seven stages
New referral, contacted, requested, confirmed, rescheduled, arrived, lost. Then every patient who has not been reached yet is in one column instead of in someone's head.
- Faxed referrals and web enquiries start here
- Filter by provider or by who owns it
Stages that move themselves
When an appointment is requested, confirmed or rescheduled, the patient moves to the matching stage without anyone dragging a card.
- Driven by real appointment events
- A later booking starts a fresh entry, so history stays intact
A person decides who is lost
A declined or cancelled appointment sends the patient back to contacted, not to lost. Then closing someone out is always a decision a member of your team made, with a reason recorded.
- Reason for loss is captured
- Cancellations return to follow-up
It is one part of the whole, not a tool on its own.
Appointment pipeline shares a patient record with everything else in Klauve. What happens here shows up on the patient's thread, moves them along the pipeline, and can set a workflow running — without anyone copying anything across.
Everything it works alongside.
See appointment pipeline with your practice in it.
Tell us a little about your clinic. We will set Klauve up with your providers and your forms, show you how it runs, and give you one price for all of it.
One conversation. No demo gauntlet, no pressure.