Customizing clinic-wide eBooking settings

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.

Setting	Description
Patient can change appointments	To allow patients to change or reschedule appointments online, select Enable. Refer to Allowing patients to change or cancel their appointments online.
Patient can cancel appointments	To allow patients to cancel appointments online, select Enable. Refer to Allowing patients to change or cancel their appointments online.
Display Presenting Issue Selection (eBooking)	To require patients to select a primary reason for their visit (presenting issue), select Enable. Refer to: Enabling patients to select a reason for visit (presenting issue) when requesting appointments on your clinic's eBooking site Creating presenting issues (reasons for visit) 📌 Note: If you are using TELUS Collaborative Health Record (CHR) Connect, this option is unavailable.
Request Appointment Time Changes	If you allow patients to change their appointments, set how much notice your patients must give to reschedule their appointments. Refer to Allowing patients to change or cancel their appointments online.
Patient Cancellations	If you have online cancellations enabled, set how much notice your patients must give when cancelling their appointments. Refer to Allowing patients to change or cancel their appointments online.
Verify Existing Patients	To require patients to verify their identity when they self-book appointments through your appointment site, select Yes. Refer to Requiring patients to verify their identity when accessing the appointment booking site (eBooking). 💡 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. 📌 Notes: This can be disabled / enabled on appointment type level (see Displaying your clinic address and map on appointment notifications). If you are using TELUS Collaborative Health Record (CHR) Connect, this option is always enabled.
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. Refer to Setting provider display options for eBooking. 📌 Note: If you are using TELUS Collaborative Health Record (CHR) Connect, this option is unavailable.
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. Refer to Allowing patients to skip pre-visit Qnaires when they self-book appointments. 📌 Note: If you are using TELUS Collaborative Health Record (CHR) Connect, this option is always enabled.
Custom Disclaimer	To add a disclaimer to the top of the Information page of your appointment booking site, click Add Disclaimer. Refer to Adding a disclaimer to the top of your "Please provide basic information" appointment booking site page.

4. Click Submit.

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

Updated January 22, 2024