A healthcare organisation needed a structured booking app for a surgical pathway, replacing manual scheduling, SharePoint slot management, and inconsistent patient data capture.
Clinical and administrative teams were booking surgical appointments through manual coordination, SharePoint, and phone-based updates. There was no single workflow for selecting available slots, capturing patient details, and confirming bookings.
The process created avoidable risk in a time-sensitive pathway, including double-bookings, outdated slot data, incomplete intake information, and limited shared visibility.
A multi-step Canvas App was built on SharePoint within the organisation’s Microsoft 365 environment, with automated notifications and role-appropriate access.
Staff could browse available slots by date, surgeon, and theatre, with central updates as bookings changed.
The app walked users through slot selection, patient details, confirmation, and notification.
Required patient information was captured consistently at the point of booking.
SharePoint lists held slot records and booking status to reduce double-booking risk.
Confirmed bookings triggered notifications and created a traceable booking record.
The solution used existing Microsoft 365 controls and stayed within the organisation’s data environment.
Slots and bookings are managed in one place with clearer availability.
Structured workflows reduce double-bookings and incomplete booking records.
Required intake information is captured in the same way each time.
Notifications and guided screens reduce email and phone-based admin.
Staff have a clearer view of upcoming appointments and slot capacity.
The Canvas App approach supported a simple user experience for clinical and admin staff.
Every business is different. Book a free discovery call and we'll tell you exactly how we'd approach your specific situation.