Understanding Vendor Scheduling Options Understanding Vendor Scheduling Options

Understanding Vendor Scheduling Options

When a vendor accepts a Meld, the scheduling options they see can vary depending on how the Meld was created, whether the resident’s presence is required, and whether an appointment has already been scheduled.

This article explains when vendors will see Schedule Appointment, Select Availability, or Add Appointment from the three dot menu on a Meld.

When Vendors See Schedule Appointment

Vendors will typically see Schedule Appointment when the Meld does not require the resident to be present.

This allows the vendor to choose and schedule the appointment directly.

Vendors may see Schedule Appointment when:

  • The Meld was created internally and resident presence is not required
  • The Meld was created by the resident and resident presence is not required

When Vendors See Select Availability

Vendors will typically see Select Availability when the Meld requires the resident to be present.

This allows the vendor to select from times the resident has already provided or offer availability that can be sent to the resident for confirmation.

Vendors may see Select Availability when:

  • The Meld was created internally and resident presence is required
  • The Meld was created internally, resident presence is required, and the resident has not yet offered times
  • The Meld was created internally, resident presence is required, and the resident has already offered times
  • The Meld was created by the resident and resident presence is required

When Vendors See Add Appointment

Vendors will typically see Add Appointment when the Meld already has an appointment scheduled.

This allows the vendor to add another appointment to the Meld rather than scheduling the original appointment.

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