Ask screening questions before scheduling

What this feature helps with

Collect eligibility or logistics information before a client enters the calendar.

Step-by-step

1. Enable pre-book screening in Provider Setup.
2. Add a small set of necessary questions about access, service suitability or other booking requirements.
3. Choose whether a response blocks booking or requires provider review.
4. Test both eligible and ineligible answers with fictional details before going live.

Check your setup

• Keep screening questions relevant to your service and transparent to the client.
• Never collect protected clinical information in regular RoveLogics forms; use RL Health only when its protected workflows are approved.