The TELUS Collaborative Health Record (CHR) comes out-of-the box with the following appointment types:

  • Phone Visit

  • Consultation

  • Follow Up Appointment

During implementation, some of your requested appointment types may also be added. However, you can add to or modify these appointment types as needed.

⚠️ Important: Do not delete any appointment types without consulting your implementation specialist or the TELUS Health support team. When you delete an appointment type. all appointments with that type are longer visible in the schedule.

Steps

1. On the main menu, click Settings.

2. Select Scheduling and then, under Schedule Settings, click Appointment Type. A list of your clinic's appointment types displays.

3. To modify an appointment type, click it. Or, to create a new appointment type, click Add. The Edit Appointment Type or New Appointment Type window opens.

4. Using the following table, in the General tab, set the appointment type properties.

Field

Description

Icon

Select an icon to represent the appointment type.

This icon displays beside the appointment type in appointments and in eBooking. See Customizing appointment type icons.

Name

Enter the appointment type name.

💡 Tip: If this appointment type is available for eBooking, make sure the name is understandable for patients.

Length

Select the default appointment length (in minutes).

📌 Note: When booking or approving these appointments, you can change the appointment length if necessary.

Color On Schedule View

Select the color these appointments have on the schedule.

💡 Tip: For easy viewing, use different colours for different appointment types or categories.

Minimum Booking Notice

If this appointment type is available for eBooking, select the minimum amount of notice your clinic requires for patients to book these appointments online.

See Setting how far in advance patients can book certain types of appointments through eBooking.

Maximum Booking Notice

If this appointment type is available for eBooking, in the list, select how far in advance patients to book these appointments online.

See Setting how far in advance patients can book certain types of appointments through eBooking.

Internal Default Status

Select the default appointment status when these appointments are booked internally by your clinic staff.

The most common selections are Confirmed or Booked.

Default Status From Patient

Select the default appointment status when patients book this type of appointment online.

If this appointment type is available for eBooking and you want to review online appointments before they're officially booked, choose Requested. See Setting appointment types to require approval when booked through eBooking.

Show Location On Appointment Letter

Determines if patients see the clinic location's address and map on any notifications they receive regarding this appointment type (for example, on appointment confirmations.)

Select one of the following options:

  • Default: Defaults to your clinic-wide setting

  • Enable: Displays the clinic location's address information

  • Disable: Does not display the clinic location's address information (for example, for virtual visits)

See Setting appointment types to display clinic address information on eBooking notifications.

Types Of Patients Allowed To Book

If this appointment type is available for eBooking, select if New Patients (unregistered) and/or Existing Patients can book these types of appointments. For example, only existing patients can book a follow up appointment.

📌 Note: If you don't want to allow unregistered patients to sign themselves up online as new patients, always clear the New Patients checkbox.

If you don't want this appointment type to be available for online booking, clear both the New Patients and Existing Patients checkboxes.

The Appointment Can Be Booked With

If this appointment type is available for eBooking, select if the patient can book this appointment type with:

  • Any practitioner offering the appointment: The patient can choose any available appointment time, no matter who is the provider.

  • The patient's practitioner of choice: Prompts the patient to select a provider before they select an appointment time. The patient can then choose an available appointment time with the selected provider.

  • The patient's primary practitioner: The patient can choose an available appointment time only with their primary practitioner.

Practitioner Search At Patient Registration Step

If this appointment type is available for eBooking, when prompted to review or add their demographic information, you can choose if patients can search and select their primary practitioner.

Select one of the following options:

  • Disable: Hides this field

  • Visible: Displays this field

To make this field a required field for the patient to fill-in, select the Required to select a practitioner checkbox.

💡 Tip: To choose what providers display in the primary practitioner search window, beside Visible, click All practitioners selected an then, in the Select a user window, select the providers.

Auto Assigning Appointment Time

When enabled, the CHR assigns an appointment time to the patient when making an online appointment.

5. To provide an appointment type description that's visible when patients are prompted to select an appointment type during online booking, click the Description tab, and then type a short and/or long description. See Adding appointment type descriptions for eBooking.

6. To attach pre-visit Qnaires to the appointment type, click the Pre-Visit Qnaires tab, and then click +Add Qnaire. See Attaching pre-visit Qnaires to appointment types.

7. To customize when appointment reminders are sent for this appointment type and to add additional comments to the reminder message(s), click the Reminder Templates tab, and then add or modify the reminders. See Customizing appointment reminders for an appointment type.

📌 Note: For each appointment type, you can customize the message text for all email and SMS messages related to these appointments. This includes messages for appointment reminders, confirmations, changes and rejections. See Customizing patient appointment notifications.

8. When you're finished, click Submit.

Last Updated: June 11, 2021

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