Extending SharePoint Patient Appointment App to the next level

Hi Readers, I am back with my new blog, where I will be extending the Patient Appointment App I built in my previous blog. 

I have been writing blogs about Infowise platform for a few months and primarily targeting the healthcare industry. I am writing from my experience in business process automation in the health care industry using SharePoint. 

As you might have experienced, industries focus is shifting towards no-code or minimal code solutions due to various challenges associated with code developments such as code maintenance, specialized skills needed, and chances of defects in the solution. I found Microsoft SharePoint to be a robust platform, especially when combined with Workflows, InfoPath Forms, Powerapps, and Power Automates. The advent of third-party tools like Nintex, K2, and Infowise accelerated further the building no-code solutions on SharePoint.

I have worked on many business process automation processes in my 12 years journey with Microsoft SharePoint, and I can rely on a few of them, one of them is Infowise Ultimate forms. This product is easy to learn, even a person without a development background can start delivering in a concise time. 

I have worked with other third party products or tools like Nintex and K2. Still, in comparison to them, I recommend Infowise considering its learning path, competitive licensing fee, features it provides, and its technical support. I have already written about the implementation of Infowise Ultimate forms in my previous blogs; you can visit my past blogs along with others in Infowise blogs under the resource section; this direct link will take you there.

Patient Appointment app

I have shown you the Patient Appointment App built on SharePoint using Infowise in my previous blog.

Please visit it under the blog section of Infowise for detailed steps.

Patient appointment app has the following metadata :

And following features 

Double booking check features – To avoid double booking on the same slot.

Email alert notifications- To inform the doctors and patients about booking confirmation.

Calendar view of reservations - To easily see the availability of slots.

Search functionality – to search the records for easy retrieval of booking information.

Taking the Patient Appointment App to the next level

Patient appointment app built in my last blog was complete in itself, but the customer had requirements to add a few more features such as following-:

Color-coded calendar view for various categories such as between physician, laboratory booking, etc. to easily differentiate between the types of bookings.

Charts – To show the numbers of booking categorized by daily, weekly, monthly, and yearly to give them an accurate picture of the number of bookings, the business generated, and other parameters.

Print and Export- As to fulfill the local authorities’ guidelines, the customer wanted to have the functionality of exporting data of bookings and print them for compliances.

Update Patient appointment app list data through emails – Customer still wanted to follow their patient appointment bookings through emails but was in a dilemma because of monitoring such emails and making entries manually. We suggested to them to automate this list item creation and updates through emails where no human intervention is required.

Appointment ID – The customer wanted to have a unique appointment ID for each appointment for later reference as well as for compliance.

Search records- Customers also wanted to have advance search besides basic search available out of the box; they wanted to search all bookings based on the patient’s mobile number, ID, etc.

Using Infowise Ultimate forms, we delivered above the requirements 

We again went to our beloved friend, i.e., Infowise, for the above requirements, and thanks to easily searchable references to their study materials, we could find that the above requirement can be easily built using Infowise Ultimate forms. 

Infowise Ultimate Forms provide various features to cater such requirements easily; we used the following features and steps to build the requirements mentioned above 

Event Calendars – Infowise Ultimate Forms provides Event calendar web part under web part sections, using this we can easily build a color-coded view of the list, in our case we categorized bookings with different colors to easily present the type of booking.

This calendar web part could be added to any SharePoint page by editing the page and add the web part on it. 

Charts- We used Infowise chart web part to build various reports based on list data; these chart web parts can be added on any page as a Webpart.

Print and Export- Infowise provides a Print and Export feature to print the list data in its own format; exported data can be converted to PDF or sent as emails easily.

Update Patient appointment app list data through emails – We suggested to use Infowise feature, which helps to create and to update list items based on email contents. This feature is called Import; it automatically creates items in the list based on emails.

Appointment ID – The customer wanted to have a unique appointment ID for each appointment for later reference as well as for compliance. We used an Infowise feature called Item IDs, where a unique appoint ID is configured. 

Search records- Customer wanted to provide search functionality with the appointment ID, mobile number of patient or patient’s ID, Physician name, etc. We used List search web part for achieving this functionality; it was easy to configure and use. Once configured, it was added as a web part on the desired page.

Again with the help of Infowise Ultimate Forms, we could deliver to customer satisfaction along with the quality delivery. The customer was happy with the quick turnaround of the solution and helped us to win more contracts from it.

Thank you for reading my blogs, please share your views by writing comments below, it will motivate me to deliver more. 

Keep reading and happy holidays, let us meet next year with some fresh ideas.