Guide

When a patient books through a practice website, is the appointment confirmed or only requested?

Written by Arash Pourzare, Pharm.D., a practising pharmacist in British Columbia. Reviewed by Behnaz Alijani, Pharm.D. Published . Reviewed . Next review .

It depends on the booking tool and how your practice has set it, not on the website. Some tools write the appointment into the schedule the moment the patient chooses a slot. Others hold a request until a member of staff accepts it. Both are called online booking, and a website that does not say which one a patient just used will produce people who arrive for appointments that do not exist, and people who wait for a confirmation that already happened.

What the patient didWhat exists afterwardsWhat the button should say
Confirmed bookingAn appointment in the schedule, at that time, with that providerBook an appointment
Appointment requestA request your staff review and accept, decline or moveRequest an appointment
Refill requestA request a pharmacist reviews against the file before fillingRequest a refill
Waitlist or registrationA record that the practice will contact the patient; no visitJoin the waitlist, or Register

How the common Canadian tools behave

What each vendor documents, read on 1 October 2026. Settings differ by clinic, so the current behaviour of your own account is confirmed at proposal.

  • Ocean and most EMR booking modules can confirm a slot at once, within the rules the clinic sets for appointment types, providers and new versus existing patients.
  • The TELUS Collaborative Health Record supports self booking for existing patients, and a request may need confirmation by the clinic depending on its settings.
  • Jane confirms according to your settings, from a button or link that leads to Jane hosted booking. Whether a new patient can book without approval is a setting you control.
  • ABELDent provides a website button for Patient Self-Booking and has the practice accept a new patient booking before it is final. ClearDent documents booking against real time availability from a website link. Other dental systems sit at one end or the other, often depending on the plan.
  • MedMe and MedEssist book pharmacy clinical services (a vaccination, a minor ailment assessment, a medication review) directly, from a service specific link or an embed.
  • PharmaConnect and other pharmacy patient tools take refill requests. A refill is never a booking, and a new prescription cannot be transmitted through a website form. A pharmacist reviews every request; if there are no repeats left, the pharmacy contacts the prescriber.

Whether a tool confirms or holds is usually a setting, and sometimes a module with a vendor fee. If you want a different behaviour, the change is made in the tool, and the website follows.

Why a practice might choose requests

A request setting is not a failure of the software. Practices choose it when a visit needs triage before a slot is taken: a family practice that books only rostered patients, a clinic that routes by the reason for the visit, a dental practice that wants a new patient's history before committing an hour of chair time, a nurse practitioner clinic with a program eligibility rule. A confirmed setting suits high volume, well defined visits: a flu shot, a follow up, a hygiene appointment for an existing patient. Many practices run both, by appointment type.

What the website has to say

  1. Eligibility before the button.If only existing or rostered patients may book, or only certain services, the page says so first. The booking tool should never be where a patient learns they cannot use it.
  2. A button that matches the tool."Book an appointment" for a confirmed slot; "Request an appointment" where staff approve it; "Request a refill" at a pharmacy. One verb, used consistently on every page.
  3. A confirmation that matches the button.After a confirmed booking: the date, the time, the provider and how to cancel. After a request: that it has been received, that it is not yet an appointment, and how and when the practice will confirm.
  4. What to do if nothing arrives.A phone number and a time frame, on the confirmation page and in any email the tool sends.
  5. Where the request went.Into the booking tool, the portal or a Canadian hosted intake tool your staff work from, never into a shared mailbox. Your privacy policy says the same.

On a Monograph site, the button wording, the confirmation and the eligibility note are written from what your tool actually does, checked on a phone before launch, and kept current through the staff panel when your settings change. What patients can do inside the booking step is set by your tool, not by the website.

Questions practices ask

Why does our booking tool only let patients request an appointment?

Because the practice, or the vendor, has set it that way. Many tools can do either. A request setting lets staff check eligibility, the reason for the visit and the right provider before a slot is taken. A confirmed setting fills the schedule without a phone call. Which is right depends on how your clinic triages, and the website should describe whichever you have chosen.

Can a website make a request into a confirmed booking?

No. The website can only present what the booking tool offers. If you want confirmed bookings, that is a setting or a module in the booking tool, and sometimes a vendor fee. The website changes when the tool does.

Is a pharmacy refill request a booking?

No. A refill request tells the pharmacy which prescription a patient wants filled and when they will collect it. A pharmacist still reviews it against the file, and if there are no repeats left the pharmacy contacts the prescriber. A website form cannot transmit a new prescription.

What should the confirmation page say?

The same thing the button said. After a confirmed booking: the date, the time, the provider and how to cancel. After a request: that it has been received, that it is not yet an appointment, and how and when the practice will confirm. A request that reads like a confirmation is how patients arrive for appointments that do not exist.

Applies to
Any Canadian practice that offers online booking, refill requests or appointment requests through its website
Primary sources
Vendor documentation for Ocean, the TELUS Collaborative Health Record, Jane, ABELDent, ClearDent, MedMe and PharmaConnect, read on 29 September 2026
Source date
29 September 2026
Last reviewed
30 September 2026
Reviewer
Behnaz Alijani, Pharm.D.
What this page does not cover
Which booking tool to buy, or how to configure one. Settings differ by vendor and by clinic.

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