Multistate Configuration Guide

Key configuration options | Example | Before going live

The Multistate module lets clinics filter and restrict patient self-scheduling options based on the state configured for locations, appointment profiles, or providers. Its primary goal is to make sure patients can only book appointments that align with state-specific medical licensing, jurisdictional rules, or regional availability.

Key configuration options

Geographic self-scheduling filters

• States by Location: Turn on to base self-scheduling availability on the states assigned to each clinic location (hashtag).
• States by Appointment Profile: Turn on to filter self-scheduling options based on the states configured for specific appointment profiles.
• States by Provider: Turn on to restrict self-scheduling availability according to the states where individual providers are licensed or assigned to practice.

Example

• Scenario: A telehealth organization has doctors licensed only in specific states (for example, California and Texas) and needs patients to see only compliant provider options during online booking.
• Setup: Turn on States by Provider. Go to 3. Providers & Exam Rooms and include the states for each provider under Additional Settings.
• Outcome: When booking via the web scheduler, patients see appointment slots and providers that correspond to their selected state.

Before going live

Confirm:

• Data mapping: State assignments are properly configured for each location, appointment profile, and provider in the system.
• Compliance checks: Selected state filters accurately match current provider medical licenses and regional operational guidelines.
• Scheduler testing: Run test bookings for different geographic regions to verify that state filters display the correct providers and visit types.