Configure the FrontOffice+ Autofill Feature

Key configuration options | Example | Before going live

Autofill lets FrontOffice+ automatically offer open and canceled appointment slots to eligible patients, helping fill schedule gaps without staff manually searching for replacements.

Key configuration options

Turn on Autofill

• Turn on Autofill: Turn on Enable Autofill. This is the main switch; nothing else works until it's on.

Slot criteria

• Keep Same Appointment Profile: If turned on, open slots are only offered to patients with the same appointment profile.
• Keep Same Exam Room: If turned on, open slots are only offered to patients with appointments in the same exam room.
• Keep Same Provider: If turned on, open slots are only offered to patients with appointments with the same provider.

Search window

• Cancellation Search Window: Number of days ahead to search for canceled appointment slots to fill.
• Minimum Search Window: Minimum number of days away an appointment must be to be eligible for Autofill.
• Maximum Search Window: Maximum number of days out an appointment can be to be eligible for Autofill.

Autofill settings

• Appointment Profiles to Include: Select the appointment profiles to include in Autofill.
• Locations to Include: Select the locations to include in Autofill.

Example

• Scenario: A clinic wants to fill cancellations only for new patient appointments in the Brentwood office, keeping the same provider.
• Setup: Turn on Autofill. Turn on the appointment profile and provider slot criteria. Include all new patient appointment profiles and the Brentwood location.

Before going live

Confirm:

• Search window validation: Review your search windows to make sure each open slot goes to the right patients.