How to Schedule a Healthcare Visit

How to Schedule a Healthcare Visit

How to Schedule a Healthcare Visit

RoadL makes it easy to schedule healthcare visits when and where you need them. Follow this step-by-step guide to request your first visit.

Before You Start

Make sure you've completed:

  • ✅ Your patient profile
  • ✅ Added at least one address
  • ✅ Added insurance information (or selected self-pay)
  • ✅ Set up emergency contact

Scheduling Process (4 Easy Steps)

Step 1: Select Who Needs Care

  1. Tap Schedule a Visit from the home screen or side menu
  2. Choose who needs care:
    • For Myself - Schedule care for yourself
    • For Family Member - Schedule care for a family member you've added

Medical Emergency Alert: If you're experiencing a medical emergency, call 911 immediately. RoadL is for non-emergency healthcare needs.

Step 2: Choose Your Service & Payment

Select Visit Type

Choose between:

  • Home Visit (default) - Provider comes to your location
  • Telehealth Visit - Virtual visit via video call

Choose Service Type

Select the type of care you need:

  • Routine Visit (60 minutes) - Regular health concerns
  • Urgent Visit (60 minutes) - Same-day acute care needs
  • Annual Wellness Visit - Preventive care and health assessment
  • Transitional Care - Post-hospital follow-up
  • Chronic Care Management - Ongoing condition management
  • And more...

Tap the ℹ️ icon next to each service type for detailed descriptions and pricing.

Payment Method Selection

Important: Payment method selection is only shown during scheduling. Insurance information is no longer managed in your profile - it's selected here when booking.

Select how you'll pay:

Insurance (Recommended)

  • Use your insurance coverage
  • We'll verify your coverage in real-time
  • You may be responsible for copays or deductibles
  • Insurance information selected during scheduling only
  • Can be different for each visit

Credit Card (Self-Pay)

  • Pay directly with credit card
  • Pricing only shown after selecting self-pay - Service costs are displayed once you choose this option
  • See transparent pricing for each service type
  • 5-day booking limit - Self-pay appointments can be scheduled up to 5 days in advance
  • Payment options:
    • Use saved credit card
    • Add new card during checkout
    • Apple Pay (iPhone/iPad)
    • Google Pay (Android)

Understanding Payment Hold vs. Charge:

  • Payment Hold - Placed when you book (reserves funds, not an actual charge)
  • Actual Charge - Processed after visit completion
  • Hold appears as "pending" on your statement
  • Hold automatically released if you cancel
  • See Self-Pay Payment with Stripe for complete details

Provider Preferences (Optional)

Set preferences for this visit:

Gender Preference:

  • No Preference
  • Female
  • Male

Language Preference:

  • English (default)
  • Spanish
  • Other languages (as available)

Favorite Provider:

  • Select from providers you've seen before (if applicable)
  • Helps ensure continuity of care

Note: Preferences are optional and help match you with the right provider. See Provider Preferences for yourself or Family Member Preferences for family members.

Step 3: Select Visit Location

  1. Choose from your saved addresses:
    • Your default home address
    • Other saved locations
    • Or add a new address
  2. Confirm the address is correct on the map
  3. Add any special instructions (gate codes, parking, entrance to use)

Step 4: Choose Date & Time

Select Date

  1. Use the calendar to choose your preferred date
  2. You can select multiple dates to increase availability
  3. Navigate between months using the arrows

Select Time Slots

Choose one or more 4-hour time blocks:

  • Morning (8:00 AM - 12:00 PM)
  • Afternoon (12:00 PM - 4:00 PM)
  • Evening (4:00 PM - 8:00 PM)
  • Night (8:00 PM - 12:00 AM)

Tip: Selecting multiple time slots gives you more options and faster provider matching.

Add Visit Details

  • Reason for Visit - Brief description of your health concern
  • Additional Instructions - Any special needs or information for the provider

Review & Confirm

  1. Review all details on the summary screen:
    • Patient name
    • Service type
    • Location
    • Preferred dates and times
    • Payment method (and estimated cost if self-pay)
    • Provider preferences (if set)
  2. Confirm payment method is correct
  3. Review estimated cost (if self-pay selected)
  4. Tap Confirm & Submit Request

For Self-Pay:

  • Payment hold will be placed on your card
  • Hold appears as "pending" on statement
  • Actual charge after visit completion
  • Automatic refund if canceled before visit

What Happens Next?

  1. Request Submitted - Your request enters our system
  2. Provider Matching - Our system broadcasts to available providers in your area
  3. Provider Assigned - You'll receive a notification when a provider accepts
  4. Appointment Confirmed - You'll get the exact appointment time
  5. Provider En Route - Track your provider in real-time on appointment day

Tracking Your Request

View your appointment status in My Appointments:

  • Request Raised - Waiting for provider assignment
  • Provider Assigned - Provider confirmed, appointment being scheduled
  • Scheduled - Confirmed date and time
  • In Progress - Provider is on the way or with you
  • Completed - Visit finished

Need to Make Changes?

  • Cancel: Tap Cancel in My Appointments (available for pending requests)
  • Modify: Contact our support team to change date/time
  • Questions: Use the in-app chat or call (833) 762-3555

Payment Processing

If Using Insurance:

  • We verify coverage before the visit
  • You'll be notified of any copay or deductible
  • Claims are filed automatically after your visit
  • Insurance information selected during scheduling (not stored in profile)

If Paying with Credit Card (Self-Pay):

  • Payment hold placed when you book (reserves funds)
  • Hold appears as "pending" on your statement
  • Actual charge processed after visit completion
  • You'll receive an itemized receipt via email immediately after visit
  • Receipts also available in the app under Payment Receipts
  • Automatic refund if you cancel before visit starts
  • 5-day booking limit - Can schedule up to 5 days in advance

Payment Options:

  • Use saved credit card from your account
  • Add new card during checkout
  • Apple Pay (iPhone/iPad) - Fast, secure checkout
  • Google Pay (Android) - Quick payment option

See Self-Pay Payment with Stripe for complete payment details.

Frequently Asked Questions

How quickly can I get seen?

  • Urgent visits: Often same-day or next-day
  • Routine visits: Usually within 2-3 days
  • Wellness visits: Typically within a week

Can I request a specific provider?

  • You can set provider preferences during scheduling
  • Select gender, language, and favorite provider preferences
  • ROC uses preferences to match you with the best available provider
  • Preferences are requests, not guarantees (based on availability)
  • See Provider Preferences for details

What if no providers are available?

  • Our operations team will contact you with options
  • You can modify your date/time preferences
  • We serve the NYC metro area with growing coverage

Related Articles

Need Help?

Contact RoadL Operations Center:

  • Phone: (833) 762-3555 (24/7)
  • Chat: Tap the chat icon in the app
  • Email: Through the app's Contact Us feature

Healthcare in Real-Time™ - Quality care, when and where you need it.

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