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Self-Scheduling

Managing self-scheduling​

Self-scheduling allows patients to request and schedule their own imaging appointments through the link provided by their organisation. Availability of this feature depends on the type of license purchased by each organisation.

This section explains how administrators can enable self-scheduling and how patients can use it to request appointments, upload documents, and complete forms.

Scheduling Workflow​

Use the self-scheduling link provided by your healthcare facility to book an imaging appointment. The process takes about 5 minutes.

1. Verify Your Email​

Enter an email address. A 6-digit verification code is sent to that address.

Enter the code and click Verify. The system uses your verified email to determine whether you are a new or returning patient.

Email entry screen

Verification code entry screen

2. Select a Procedure​

Select the required imaging procedure.

Option A: Upload Your Referral Form​

Upload a copy of your doctor's referral or imaging order form. The system will automatically read it and fill in your imaging procedure type and Referring Doctor's name (step 6).

Upload referral form screen

You can:

  • Upload a PDF or image file
  • On mobile, take a photo with your camera

Option B: Search for Your Procedure​

Type in the search bar to find an order set or procedure in the drop-down list. Select the one that matches your referral.

Procedure search drop-down

Option C: Not Sure?​

If your procedure isn't listed and your facility allows it, select "Unknown Procedure."

Unknown Procedure option

3. Select the Patient​

This step depends on whether you have an existing patient account:

New Patients​

Enter the following details:

  • First name
  • Last name
  • Date of birth
  • Phone number (optional)

New patient details form

New patient details form (completed)

Returning Patients​

A list of patient profiles linked to your account is displayed. Select the patient profile for whom you are booking the appointment.

Returning patient profile list

4. Choose Your Imaging Center​

Let us know your location (you can type it in or let us use your phone's location).

Imaging center location and list of nearby centers

The system shows nearby imaging centers, ordered from closest to farthest. For each center, you can:

  • View the address and distance
  • Call the center directly
  • Visit their website
  • Get directions on Google Maps

What Gets Pre-Selected?​

If you're a new patient: The closest center to your location is automatically selected (you can pick a different one).

If you're a returning patient: The center where you last had an appointment is automatically selected (you can pick a different one).

5. Pick Your Date and Time​

Appointment dates and time slots are displayed together. Available options are highlighted, and unavailable ones appear faded.

Date and time slot selection

The earliest available slot is selected by default, but you can choose any other available date and time. Then click Continue.

Note: This step appears only if you selected a procedure in Step 2. If you selected Unknown Procedure, you skip this step and go directly to the Confirm Details screen.

6. Review and Confirm​

The Confirm Details screen shows a summary of your request, with a countdown timer at the top right showing how much time you have left to complete it.

If you selected a procedure in Step 2, the summary includes:

  • Imaging procedure
  • Date and time
  • Imaging center location

If Unknown Procedure was selected in Step 2, the top of the screen shows "Unknown procedure / Not listed / Not sure" instead of a procedure and time slot.

Confirm Details screen with countdown timer

On this screen, you can also:

Add Referring Doctor Information (Optional)​

If you uploaded a form in Step 1, your doctor's name will already be filled in. You can change it if needed or leave it.

Referring doctor information field

Add Notes (Optional)​

Let us know about any allergies, medications, or special circumstances we should know about.

Submit Your Request​

Click "Confirm & Request" to book your appointment. You'll see a confirmation message with your appointment details.

A countdown timer at the top shows how much time you have left to complete your request.

After You Submit​

If you're a new patient: You may be asked to complete some additional forms or set up a patient account.

Additional forms / patient account setup

If you're a returning patient: You can complete any pending forms or skip them and come back later.

Your appointment will appear in your Blume app under "Scheduled Appointments" with full details and status updates. You'll also receive an email with the same details.

Tips for a Smooth Experience​

  • Upload your referral form—it's faster and more accurate than typing everything in.
  • Use a clear, readable referral form for best results.
  • Check your email (including the spam folder) for the verification code.
  • If you don't see a time slot you like, try a different date or imaging center. .