Appointment reschedule workflow (internal agent) — record_processedAction contract

The agent may move an appointment only while it is still scheduled and not more than 30 days out. A successful reschedule must show up as a new slot in scheduling, a freed old slot, a note in the record system and a message to the patient, within 10 minutes. One move per request, at most two moves of the same appointment in a week, and the new slot must never be double-booked. A no-show or a cancellation within 7 days fails the reschedule.

Contract ID: appointment_reschedule_workflow
Source: internal://policies/scheduling
Retrieved: 2026-10-11
Notes: Template values. Replace with your scheduling policy and the lead time your clinic allows.

What the contract checks

Each block is evaluated against read-only facts from the systems of record. The agent's own report is never used as evidence.

Contract YAML

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# Appointment reschedule workflow — action contract for an agent that moves a patient's appointment.
# Internal policy template: rename the systems (scheduling, ehr, messaging) to your practice-management system,
# your record system and your patient-messaging tool. No clinical data is read: only the slot, the status and the
# fact that a message went out.
id: appointment_reschedule_workflow
version: 1
kind: action
vendor: internal
vendor_display: "Appointment reschedule workflow (internal agent)"
action_type: reschedule_appointment
outcome_type: record_processed
claim_source: agent.actions
subject_kind: appointment
description: >
  The agent may move an appointment only while it is still scheduled and not more than 30 days out. A successful
  reschedule must show up as a new slot in scheduling, a freed old slot, a note in the record system and a message
  to the patient, within 10 minutes. One move per request, at most two moves of the same appointment in a week,
  and the new slot must never be double-booked. A no-show or a cancellation within 7 days fails the reschedule.
source_citation:
  url: "internal://policies/scheduling"
  retrieved: "2026-10-11"
  title: "Internal scheduling policy (template)"
  notes: >
    Template values. Replace with your scheduling policy and the lead time your clinic allows.
unknown_fields: []
action:
  window: "10m"
  preconditions:
    - state_before_action:
        source: scheduling
        type: appointment_status
        where: {status: scheduled}
        message: "The appointment was not in a scheduled state"
  limits:
    - param_max: {param: days_ahead, max: 30}
  aggregate_limits:
    - aggregate_exceeds:
        source: scheduling
        type: slot_booked
        max: 2
        over: "7d"
        by: subject
        message: "This appointment has been moved more than twice in a week"
  expected_effects:
    - effect_observed:
        source: scheduling
        type: slot_booked
        message: "Scheduling shows no new slot for the appointment"
    - effect_observed:
        source: scheduling
        type: slot_released
        message: "The old slot was not freed"
    - effect_observed:
        source: ehr
        type: note_added
        message: "No note was added to the record"
    - effect_observed:
        source: messaging
        type: patient_notified
        message: "The patient was not told about the new time"
  forbidden_effects:
    - effect_count_exceeds: {source: scheduling, type: slot_booked, max: 1}
    - effect_observed:
        source: scheduling
        type: double_booking
        message: "The new slot was already taken"
  reversed_by:
    - effect_observed:
        source: scheduling
        type: appointment_cancelled
        within: "7d"
        message: "The appointment was cancelled after it was moved"
    - effect_observed:
        source: scheduling
        type: no_show
        within: "7d"
        message: "The patient did not attend the moved appointment"
  unverifiable_if:
    - missing_fact_source: [scheduling]
billing:
  unit_price: 0
  currency: USD

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