Creating a Keldoc account is not technically difficult, but optimal configuration requires mastering a few parameters that most guides gloss over. Here, we detail the settings that make the difference between a functional schedule and one that is truly integrated into your daily practice.
Setting up consultation reasons and time slots on Keldoc
The first reflex after creating the account is to configure the consultation reasons. Each reason corresponds to a type of appointment (standard consultation, follow-up, emergency, teleconsultation) to which you assign a specific duration. A poorly calibrated reason disrupts your entire weekly schedule.
Further reading : Practical guide: how to easily access my Keldoc account online
We recommend creating distinct reasons for new patients and established patients. The allocated duration differs, and this separation avoids short slots that create cascading delays. Keldoc also allows you to restrict certain reasons to appointments made by phone, which keeps control over long or sensitive consultations.
The configuration of time slots works by recurring blocks. You define your availability by half-day, day by day. Each block can be associated with one or more reasons. A point often overlooked: slots reserved for emergencies must be set up separately so they are not absorbed by standard online appointment bookings.
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To delve into each step of the initial configuration, it is useful to manage my Keldoc account with Bien et Vous before moving on to advanced agenda settings.
Keldoc account and compatibility with the Ségur du numérique
Competing articles present Keldoc as a simple appointment booking tool. In practice, the platform is part of a larger ecosystem related to the Ségur du numérique en santé. If your practice management software is Ségur certified, the consistency between your Keldoc agenda and your business tools determines the smoothness of the patient journey.
When setting up your account, check three technical points:
- The compatibility of Keldoc with your practice management software (two-way synchronization of appointments, import of patient records)
- The connection with Mon Espace Santé and MSSanté for the secure transmission of documents to the patient after consultation
- The compliance of your personal data settings with the HDS (health data hosting) requirements that Keldoc applies on the server side
This verification takes a few minutes but avoids inconsistencies between the online agenda and the business software. An appointment made on Keldoc that does not appear in your practice management software creates duplicates or omissions.
Management of SMS reminders and patient notifications on Keldoc
The reminder system is one of the most effective levers against missed appointments. Keldoc sends reminders via SMS and email, but their activation and customization are done in the professional account settings.
You can independently activate or deactivate SMS reminders and email reminders. We observe that SMS remains the channel with the best read rate for patients. Disabling email alone is not a problem, but removing SMS significantly increases the absence rate.
Pre-consultation questionnaire
Keldoc offers a pre-consultation questionnaire automatically sent to the patient after booking an appointment. This form, configurable from your space, allows you to collect useful information before the consultation (detailed reason, medical history, documents to bring).
The questionnaire reduces administrative time at the beginning of the consultation and structures the reason for the visit. Its configuration can be found in the “Patient Communication” section of the professional space.
Absences, leave, and substitutes in the Keldoc agenda
Managing absences on Keldoc goes beyond simply blocking time slots. When you create an absence, the platform offers to automatically notify patients already booked in the affected slots. Three actions are possible on a recorded absence: move it, cancel it, or view the modification history.
For substitutes, Keldoc allows you to temporarily assign your agenda to a colleague. The substitute accesses the slots and patient records during the defined period, without modifying your permanent settings. Every action on an absence or a substitution is tracked in a consultable history.
Multi-site management for healthcare facilities
Practitioners working in multiple structures (private practice, clinic, hospital) can link their Keldoc account to several establishments. Each location has its own time slots and reasons. The patient sees the availability by site, which avoids location confusion.
Account security and health data on the Keldoc platform
The security of the account relies on classic mechanisms, but their configuration deserves attention. The password must comply with CNIL recommendations for accounts granting access to personal health data. We recommend activating two-step verification if the option is available in your space.
On the patient side, the data collected during the appointment booking (name, reason, contact details) is hosted by a certified HDS provider. The practitioner remains responsible for processing under the GDPR. Ensure that your public profile on Keldoc does not contain outdated information (address, specialty, agreements), as this data influences the ranking of your profile in the platform’s search engine.
A well-configured Keldoc account from the start limits subsequent adjustments and scheduling errors. The majority of issues we observe stem from poorly defined consultation reasons or SMS reminders inadvertently disabled. Take the time to go through each section of the settings before opening your agenda to online appointment booking.