This is an interesting discussion and it's always good to see people trying to help each other out. Sanford - you particularly have a strong reputation for going out of your way to help other people solve real business problems, and you do so in a humble way expecting nothing in return.
Regardless of HIPAA or privacy concerns, I still don't understand why Miguel and his organization decided to reinvent the wheel here instead of using something other than Marketo to help their audiologists do appointment scheduling. I don't like it when people try to make Marketo do everything instead of employing other technology that's specifically designed for that purpose. An example would be using Marketo for your enterprise event management instead of a dedicated tool. The classic conversation in this context is "Hey system administrators, can we add a dedicated Marketo/CRM field for desired t-shirt size for this one time user summit that we're having next month?"
We should remind ourselves that Marketo is designed for promotional marketing purposes, inbound lead collection, and platform integrations. It's not designed to be a substitute for other software that does automated tasks such as appointment scheduling. My hairdresser uses https://www.schedulista.com/ and I guarantee you she didn't need a year or any professional services to get it up and running.
I still wish you guys the best as it's clear you've put a lot of time and effort into this. Thanks.
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