Available slot browser
Staff could browse available slots by date, surgeon, and theatre, with central updates as bookings changed.
Case Studies / Surgical Appointment Booking System
Surgical Appointment Booking System
for a Regulated Healthcare Pathway
A healthcare organisation needed a structured booking app for a surgical pathway, replacing manual scheduling, SharePoint slot management, and inconsistent patient data capture.
The problem behind the work
Clinical and administrative teams were booking surgical appointments through manual coordination, SharePoint, and phone-based updates. There was no single workflow for selecting available slots, capturing patient details, and confirming bookings.
The process created avoidable risk in a time-sensitive pathway, including double-bookings, outdated slot data, incomplete intake information, and limited shared visibility.
No central slot management
Appointment availability was tracked in SharePoint with no reliable real-time view.
Fragmented patient data
Information was captured inconsistently across calls and emails.
Scheduling risk
Manual updates increased the chance of double-bookings and patient-facing delays.
Low booking visibility
Clinical and administrative teams lacked a shared view of confirmed bookings and open slots.
What was delivered
A multi-step Canvas App was built on SharePoint within the organisation’s Microsoft 365 environment, with automated notifications and role-appropriate access.
Guided booking workflow
The app walked users through slot selection, patient details, confirmation, and notification.
Structured intake form
Required patient information was captured consistently at the point of booking.
Slot availability management
SharePoint lists held slot records and booking status to reduce double-booking risk.
Automated confirmations
Confirmed bookings triggered notifications and created a traceable booking record.
Governance alignment
The solution used existing Microsoft 365 controls and stayed within the organisation’s data environment.
What changed
Centralised booking
Slots and bookings are managed in one place with clearer availability.
Reduced scheduling errors
Structured workflows reduce double-bookings and incomplete booking records.
Consistent patient data
Required intake information is captured in the same way each time.
Less manual coordination
Notifications and guided screens reduce email and phone-based admin.
Shared team visibility
Staff have a clearer view of upcoming appointments and slot capacity.
Faster adoption
The Canvas App approach supported a simple user experience for clinical and admin staff.
Platform components
Power Apps (Canvas)
Power Automate
SharePoint
Microsoft 365
Bookings managed by phone and spreadsheet?
Where scheduling is time-sensitive, tell us how appointments are booked today and we will explain how we would approach it.