You can customize a number of eBooking options and rules at a clinic-wide level. These settings act as defaults for all appointment types and for all provider schedules. In some cases, you can modify these default settings for each appointment type. If your clinic has multiple clinic locations, these default settings apply to all locations.

Steps

1. From the main menu, click Settings > Scheduling.

2. Click the Extra Tab.

3. Using the following table, set your clinic-wide ebooking default settings.

eBooking settings field

Description

Patient can change appointments

To allow patients to change or reschedule appointments online, select Enable. See Allowing patients to change or cancel their online appointments using eBooking.

Patient can cancel appointments

To allow patients to cancel appointments online, select Enable. See Allowing patients to change or cancel their online appointments using eBooking.

Display Presenting Issue Selection (eBooking)

To require patients to select a primary reason for their visit (presenting issue), select Enable.

See:

Request Appointment Time Changes

If you allow patients to change their appointments, set how much notice your patients must give to reschedule their appointments. See Allowing patients to change or cancel their online appointments using eBooking.

Patient Cancellations

If you have online cancellations enabled, set how much notice your patients must give when cancelling their appointments. See Allowing patients to change or cancel their online appointments using eBooking.

Verify Existing Patients

To require patients to verify their identity when they self-book appointments through your appointment site, select Yes. See Requiring patients to verify their identity when they self-book appointments through your appointment booking site.

💡 Tip: We recommend selecting Yes.

Show Map and Address on Appointment Letter

This setting applies to the entire domain. If enabled, the clinic address information appears on all appointment letters.

📌 Note: This can be disabled / enabled on appointment type level. See Displaying clinic address and map on eBooking notifications

Provider's Identity Display Option

If you require your patients to select a provider when they self-book appointments through your CHR eBooking site (see Setting which provider(s) patients can book certain appointment types with when self-booking appointments), you select how providers display to patients: Name or Initial, Avatar or Name (or Initial) with Avatar. See Setting provider display options for eBooking.

Enable "Skip Qnaire for Now" (eBooking)

When patients self-book appointment types that require pre-visit Qnaires be completed, to allow patients to skip the Qnaire(s) during the booking process, select Enable. See Allowing patients to skip pre-visit Qnaires when they self-book appointments.

Custom Disclaimer

To add a disclaimer to the top of the Information page of your appointment booking site, click Add Disclaimer.

See Adding a disclaimer to the top of your "Please provide basic information" appointment booking site page.

3. Click Submit.

4. Refresh your browser for the changes to take effect.

Updated October 14, 2021

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