Integration Type 2 — Appointments, Schedule & Auto Texting

Lesson 1.3 ⏱ ~6 min Week 1

💡 Why This Matters

Appointments are the heartbeat of any healthcare office. Type 2 is where integration crosses from 'we know who you are' to 'we know when you're coming' — unlocking the entire scheduling, reminders, and reviews ecosystem.

🎯 What You'll Learn

What additional features Type 2 unlocks beyond Type 1
How the Weave schedule view shows appointments, practitioners, and appointment types
How appointment confirmation status works (attempted, confirmed, etc.)
What reviews and auto texting features require from the Integrations team
What appointment data fields must be synced to enable save-the-date reminders

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📋 Lesson Summary

Type 2 extends Type 1 by adding appointment data to the sync. The Weave schedule view shows each appointment with its practitioner, type, and confirmation status. Auto texting allows offices to send automated messages (like appointment reminders) to patients. Reviews pulls Google and Facebook reviews into the Weave UI. To enable all of this, the Integrations team must sync appointment records that include the date, time, doctor (practitioner), and appointment type. The messaging team then uses this data to send save-the-date reminders and handle auto-confirmation replies.

🏷 Key Concepts

Appointment SyncSchedule ViewAppointment Confirmation StatusReviews FeatureAuto TextingSave-the-Date RemindersPractitioner Data

⭐ Key Takeaways

01Type 2 requires syncing appointment data in addition to patient data — the key addition is appointments with practitioner and type info

02Auto texting and reminders are delivered by the messaging team, but they depend entirely on appointment data your integration provides

03Confirmation status (attempted, confirmed) is set by Weave but relies on accurate appointment records from the PMS

04Save-the-date reminders are triggered when a new appointment is created — so near-real-time sync matters

05Reviews and auto texting are both enabled at the Type 2 level, not Type 3 or 4

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