---
title: "Carestack Appointment Status Linking in Boxly"
description: "Guide to Carestack Appointment Status Linking in Boxly"
url: https://help.boxly.ai/en/articles/10182751-carestack-appointment-status-linking-in-boxly
collection: "PMS Integrations"
updated: 2026-10-27
language: en
---

# Carestack Appointment Status Linking in Boxly

Guide to 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

![](https://staticfiles.gleap.io/ghelparticle/QtgKt7ZFrXK1221sLwhNX6hHwiGjruIZqgDpgZ6qbqMNj1Rp0vIFwS2GbO0tIHHTKFJN72zTE8D.png)

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**
    

> **Warning:** ⚠ **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
    

[

Creating, editing and managing stages

Add and customise stages

](https://help.boxly.ai/en/articles/7228638-creating-editing-and-managing-stages.md)

## 📌 Notes

* * *

> ✅ Boxly does **not link stages automatically** - you choose which stages to link and how.  
> ✅ You can customise this anytime in **Stage Settings** to fit your clinic's workflow.

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

Contact us at [support@boxly.ai](https://help.boxly.ai/en/articles/support@boxly.ai.md) if you need any assistance!

[

CareStack and Boxly Integration 🦷

Overview and Step-by-Step Guide ✨

](https://help.boxly.ai/en/articles/10057347-carestack-and-boxly-integration-%F0%9F%A6%B7.md)