For each appointment type, you can choose if patients can book only with their primary provider when they book the appointment type online.

💡 Tip: When this option is selected, you can choose alternate provider(s) patients can book with in the event that their primary provider isn't available.

If patients can book the appointment type with any provider, you can choose if patients must pick a provider to book with,

or if they're automatically presented with available appointment times for all providers offering the appointment type (without first having to choose a provider).

Steps

1. From Settings, edit or add the appointment type. See Creating and modifying appointment types.

2. In the Edit Appointment Type or New Appointment Type window, under THE APPOINTMENT CAN BE BOOKED WITH, select one of the following options:

  • Any practitioner offering the appointment: Patients are presented appointment times for all providers offering the appointment type (without first having to choose a specific provider to book with)

  • The patient's practitioner of choice: Patients are required to select a provider to book with. They're then presented with available appointment times for the provider they select.

  • The patients primary practitioner or alternate practitioners: Patients are presented with available appointment times with their primary provider. If you want to allow patients to book this appointment type with alternative provider(s) (in the case that their primary provider isn't available), click no alternate practitioners selected, and then select the alternative provider(s).

3. At the bottom of the window, click Submit.

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