If your clinic uses the eBooking feature, when patients book appointments online, you can require them to select a specific reason (presenting issue) for their appointment.

The reason is then linked to the appointment as its presenting issue.

There are several benefits in requiring patients to complete this step:

  • If the selected reason is linked to an encounter template, when the provider starts the visit, the encounter template loads automatically

  • If the selected reason has previsit Qnaires attached, the patient is automatically prompted to fill them in

  • Only the appointment types applicable to the selected reason appear as options in the next step


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

2. In the Display Presenting Issue Selection (eBooking) field, choose Enable.

3. For each presenting issue (or reason for visit) that you want to make available for patients, ensure that you select at least one appointment type (service) that patients can choose when they select the presenting issue. For more information, see Creating presenting issues (reasons for visit).

Updated June 10, 2021

Did this answer your question?