Skip to content
User story map templates

Story Map — Outpatient Clinic Scheduling

Replacing three paper diaries with one booking screen, sliced into three waves; wave one books, moves and cancels but never runs a clinic, so the map flags the whole running-the-clinic activity as missing from the first band.

Template previewUser story map
Outpatient clinic scheduling — replacing the paper diaryPersona: Booking clerk running three consultant diaries at once · Goal: Book, move or cancel an appointment in one screen without ringing the w…Wave 1 — Replace the diary45 pts · 6 cardscovers 3/4 · cum 45Wave 2 — Patient self-service44 pts · 5 cardscovers 3/4 · cum 89Wave 3 — Capacity planning50 pts · 5 cardscovers 2/4 · cum 139Later8 pts · 1 cardcovers 1/4 · cum 147BACKBONEactivities, left to rightTASKSthe walking stepsSet up the clinic39 pts · 4 cards · 2 tasksBook an appointment37 pts · 5 cards · 2 tasksChange or cancel37 pts · 4 cards · 2 tasksRun the clinic34 pts · 4 cards · 2 tasksgapDefine clinic templatesManage availabilityFind a slotConfirm the bookingRescheduleCancelCheck patients inReportWeekly template with slotlength and capacity13Mark a consultantunavailable for a session5Search by clinic,consultant and date8Book, print and record thereferral reason8Move an appointment andkeep the audit trail8Cancel with a coded reason3First available slotacross all sites8SMS confirmation with acalendar attachment5Patient-initiated movefrom the SMS link13Offer the freed slot tothe waiting list13Arrival list with check-inand did-not-attend5Template variants forconsultant leave8Rota import from theworkforce system13Self-check-in kiosk feed8Non-attendance rate andutilisation by clinic8Eighteen-week pathwaybreach forecast13Interpreter and patienttransport requirements8no card in Wave 1 — Replace the diaryNot a walking skeleton — 1 of 4 activities have no card in Wave 1 — Replace the diary: Run the clinicStory cards17Estimate147 ptsBackbone4 activitiesReleases4First release spans3/4 · 75%Walking skeleton1 gapFirst release load45 ptsSmallest full sliceno band spansHeaviest releaseWave 3 — Capacity pla…

Make it your own.

title "Outpatient clinic scheduling — replacing the paper diary"
persona "Booking clerk running three consultant diaries at once"
goal "Book, move or cancel an appointment in one screen without ringing the ward"

release "Wave 1 — Replace the diary"
release "Wave 2 — Patient self-service"
release "Wave 3 — Capacity planning"

activity "Set up the clinic"
  task "Define clinic templates"
    Wave 1: "Weekly template with slot length and capacity" (13)
    Wave 3: "Template variants for consultant leave" (8)
  task "Manage availability"
    Wave 1: "Mark a consultant unavailable for a session" (5)
    Wave 3: "Rota import from the workforce system" (13)
activity "Book an appointment"
  task "Find a slot"
    Wave 1: "Search by clinic, consultant and date" (8)
    Wave 2: "First available slot across all sites" (8)
  task "Confirm the booking"
    Wave 1: "Book, print and record the referral reason" (8)
    Wave 2: "SMS confirmation with a calendar attachment" (5)
    later: "Interpreter and patient transport requirements" (8)
activity "Change or cancel"
  task "Reschedule"
    Wave 1: "Move an appointment and keep the audit trail" (8)
    Wave 2: "Patient-initiated move from the SMS link" (13)
  task "Cancel"
    Wave 1: "Cancel with a coded reason" (3)
    Wave 2: "Offer the freed slot to the waiting list" (13)
activity "Run the clinic"
  task "Check patients in"
    Wave 2: "Arrival list with check-in and did-not-attend" (5)
    Wave 3: "Self-check-in kiosk feed" (8)
  task "Report"
    Wave 3: "Non-attendance rate and utilisation by clinic" (8)
    Wave 3: "Eighteen-week pathway breach forecast" (13)