Exam scheduling is the process of arranging paramedical exams, labs, and other underwriting tests at times and locations convenient to applicants while meeting carrier timeliness standards. Coordinators confirm fasting requirements, medication instructions, and identity documents, then route appointments to approved vendors. Good scheduling minimizes no-shows, avoids rushed draws, and improves lab quality. It also synchronizes additional tests-EKGs, echocardiograms, APS requests-so the case moves in one consolidated package. Effective scheduling shortens cycle time, reduces repeat requirements, and improves the likelihood of preferred offers for qualified applicants.

Case managers schedule exams to coincide with stable health windows-after recovery from colds or medication changes-to avoid outlier labs. They group requirements (EKG, blood, urine) in one visit and confirm hydration and fasting instructions. Efficient scheduling reduces repeat draws, speeds underwriter review, and positions borderline clients for their best possible offer.