Carestack Appointment Status Linking in Boxly

Carestack Appointment Status Linking in Boxly

If you're using Carestack, you can link your pipeline stages in Boxly to appointment statuses in your PMS. When a patient's appointment status is updated in Carestack, the lead will automatically move to the matching stage in Boxly.

How to Link a Stage in Boxly:

Go to your Treatment box in Boxly
Click the three-dot menu (⋮) on the stage you want to link
In Stage Settings, toggle ON “Link Carestack PMS status”
Select the matching Carestack status from the dropdown

Repeat for each stage you want to automate.

Suggested Stage Mappings

Here’s how we recommend linking Boxly stages with Carestack statuses:

Consultation Booked

• Link to Scheduled if you want the lead to move as soon as the appointment is booked

• Link to Confirmed Electronically if you’d prefer to wait until the patient confirms their appointment online (recommended)

Consultation Attended

• Link to Arrived or In Chair

Treatment in Consideration

• Link to Completed or Checked Out

Note: After an appointment is marked as Checked Out, the lead will no longer move automatically. You’ll need to manually move them to Treatment Started or the relevant stage.

Optional: Cancelled or Failed to Attend Stages

Want to track no-shows and cancellations? You can create stages specifically for these scenarios.

• Link to Cancelled or Failed to Attend in Carestack

Notes

Boxly is here to help you work smarter, not harder - let’s keep streamlining your lead management together! 

Contact us at support@boxly.ai if you need any assistance!