Arrange physiotherapy follow-ups around the therapist’s plan
Distinguish initial assessments from return visits and manage changes without inventing a treatment schedule.
In this guide
Prepare the appointment rules
Map initial assessments, follow-up visits and any other bookable service to their correct duration and therapist rules. The therapist supplies the next-visit instruction; the workflow should not decide how many sessions a patient needs.
- Identify the record containing the approved return interval or next appointment instruction.
- Agree continuity preferences and when another therapist may be offered.
- Define how cancellation terms and existing payments apply to changes.
Book the authorised next step
Offer appointments that fit the patient’s stated preferences and the approved scheduling rules. If the requested change falls outside those rules, ask the team to review it.
Check the saved appointment before confirming. When moving a visit, verify that the old reminder is stopped and the new one uses the correct therapist and location. A request for exercise advice or a change to the care plan should reach the physiotherapist.
Test a gap in availability
Use an example where the regular therapist has no suitable slot. The assistant should explain the available next step under the practice’s rules, rather than selecting an alternative clinician or changing the return interval by assumption.
- Move one visit in a planned series and check the remaining appointments.
- Test a cancelled visit that is still in a reminder list.
- Ask a clinical question and check that appointment automation yields to the team.
Review attendance and administration
Measure correct follow-up bookings, attended visits, changed appointments and staff time resolving exceptions. Separate visits brought forward from additional visits. An improvement in scheduling does not establish an improvement in pain, recovery or other treatment outcomes.
Start with the scope you need
Start with appointment administration for one location or therapist. Follow-up timing comes from the treating team, with extra products only for agreed payments or self-service.
- Hexyl Book — Bookings & appointment reminders
- Hexyl Connect — Calls, messages & web chat
Optional additions
- Hexyl Flow — Software connections & automation
- Hexyl Pay — Payments & deposits
- Hexyl Portal — Customer portal & smart sign-in
Your proposal confirms inclusions, product tiers, supported actions and setup costs. Related products are not automatically added to a package.
Plan my physiotherapy packageContinue with a related guide
Use a clear due-for-return list, agreed contact rules and saved-booking checks to help existing customers arrange their next visit.
Hexyl Portal · customer self-serviceGive customers a useful portal alongside your existing softwareChoose the information and actions customers need, agree smart sign-in and test what each person can see and change.
Hexyl Flow · software connectionsCheck what a useful software connection needs to doDescribe the everyday task first, then confirm system access, supported actions and how your team handles exceptions before launch.