Actions
Task #41
openEpic #13: Patient Portal
Feature #18: Appointment Management
Book Appointment Request
Start date:
01/06/2026
Due date:
% Done:
100%
Estimated time:
(Total: 0:00 h)
Description
User Story :
As a patient, I want to request an appointment with a provider so that I can schedule a consultation at my preferred time.
When the patient selects an available slot, the system must display a Confirm Appointment modal where the patient can review and enter additional appointment details before submitting the request.
Acceptance Criteria :
Provider Availability Visibility
- The patient can view only those appointment slots where the provider is licensed in the patient’s state.
- The patient must not see slots from providers they have previously rejected.
- The patient can view all future available slots for eligible providers.
- If a patient already has an assigned provider, then only the available slots of that assigned provider should be visible to the patient.
- A patient can book multiple slots, but each slot can be booked only once, and slots already booked by other patients should appear in a light color.
Files
Updated by Redmine Admin 2 months ago · Edited
Redmine Admin wrote:
User Story :
As a patient, I want to request an appointment with a provider so that I can schedule a consultation at my preferred time.Acceptance Criteria :
- Patient can see available provider slots, but provider information is not shown.
- Patient can see only there state register provider available slots
- If the patient selects today’s date, only upcoming slots for the current day will be shown.
- When the patient selects a slot, a confirmation pop-up will appear for final slot booking confirmation.
- If the selected slot has multiple providers, the system will assign a doctor based on the lowest number of booked appointments for that day. If all have equal counts, the system will assign the provider who created that slot.
- After assigning the provider, the system will send an email notification to the provider.
- The provider will receive the request and can approve, reject, or propose a different time with notes.
Notes for QA :
- Verify appointment creation flow.
- Check pending and confirmed statuses.
- Confirm notification appears after booking.
- Validate appointment visibility in upcoming list.
States with medical licenses to start with-
- Arizona
- Colorado
- Florida
- Ohio
- Nebraska
- Iowa
Updated by Redmine Admin 2 months ago · Edited
Redmine Admin wrote:
User Story :
As a patient, I want to request an appointment with a doctor so that I can schedule a consultation at my preferred time.Acceptance Criteria :
- Patient can select doctor, date, and time slot from the Appointment module.
- System creates the appointment with status ‘Pending Confirmation’.
- Patient receives a confirmation message and in-app notification.
- Once the doctor confirms, appointment status automatically changes to ‘Confirmed’.
- The confirmed appointment appears under Upcoming Appointments.
- If a user’s service pack validity ends on 31 Dec 2025, and the user tries to create or reschedule an appointment for 1 Jan 2026 or later, the action is not allowed.
Notes for QA :
- Verify appointment creation flow.
- Check pending and confirmed statuses.
- Confirm notification appears after booking.
- Validate appointment visibility in upcoming list.
Updated by Deeksha Singh about 1 month ago
- Description updated (diff)
- Status changed from Archieve to In Progress
- Assignee changed from Deeksha Singh to Abhishek Thakur
Updated by Abhishek Thakur 4 days ago
- Status changed from In Progress to Ready to QA
- Assignee changed from Abhishek Thakur to Deeksha Singh
Updated by Deeksha Singh about 14 hours ago
- Status changed from Ready to QA to Submitted To Client
QA test cases
- Verify patient can select a doctor, date, and available time slot from the Appointment module.
- Verify system creates the appointment with status “Pending Confirmation” after patient submission.
- Verify patient receives a confirmation message after requesting the appointment.
- Verify patient receives an in-app notification for the appointment request.
- Verify appointment status automatically changes to “Confirmed” once the doctor confirms.
- Verify confirmed appointment appears under Upcoming Appointments.
- Verify patient cannot create an appointment beyond service pack validity end date (e.g., after 31 Dec 2025).
- Verify patient cannot reschedule an appointment beyond service pack validity end date.
- Verify system displays an appropriate validation message when booking is not allowed due to expired service pack.
Updated by Deeksha Singh about 14 hours ago
- Status changed from Submitted To Client to Ready To UAT
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