Why so many practices make mistakes setting up their appointments
To understand how to fix the problem of appointment types, we need to figure out why the problem exists in the first place.
1) Appointment types are setup when you know the least
We recently signed up for Salesforce to keep track of our communications with our customers. Salesforce, like an EMR/PM, is complex, but powerful IF you know your way around. But, as a novice to the system, we did not.
One of the first steps of Salesforce onboarding is to create your different categories of communications, called stages. For example, a stage titled "Sent Contract" allows us to know which healthcare systems we've sent contracts to. With the glee of a kid with a new toy, we jumped right in. Two weeks after setting up the product we had to delete all of the stages and start from scratch. Why? When we created the stages we had no idea how the team would use the product! In fact, we didn't even know how the product really worked. The same thing is true when you implement a new EMR/PM system.
2) You just want to get it live
Setting up a new EMR/PM is a lot of work! Appointment types are only one facet of the setup. While you try to give appointment types the attention they deserve, there are only so many hours in a day. Most organizations we encountered end up with appointment types that are "good enough for now."
With that said, almost every customer who has come to us about fixing their appointment types has had "fixing appointment types" at the top of their to-do list for years, but don't know where to start.