The operational decision
Describe a possible scheduling workflow without presenting it as available today. A future workflow needs a separate decision from the current information-only pilot. Listing a possible next stage does not make the technical connection, agreements or operational safeguards exist.
Prepare the workflow
Identify required agreements, authorized access, staff ownership, booking rules and end-to-end tests; keep the current information pilot separate.
Example wording for approval
“Medical scheduling is not active in this launch. A future proposal would need the required agreements, safeguards and a tested connection before any patient workflow is enabled.”
Worked example
A fictional roadmap lists booking creation as the final task, but leaves agreements, authorized access and cancellation behavior unspecified. Break the proposal into those dependencies and assign reviewers before discussing activation. Keep the present website in public-information mode. A successful synthetic calendar write can satisfy one technical check; it does not settle the other requirements. The readiness record should make the remaining conditions visible so a completed technical milestone cannot be mistaken for permission to handle patient appointments.
Handoff record
Record these task-specific fields: proposed action, dependency owner, evidence required, activation gate.
Acceptance check
Review a proposed booking button before prerequisites are complete. It should remain a readiness discussion, not open a patient scheduling form.
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