You can apply conditions to appointment types to enable patients to book a specific type of appointment online only if certain rules are met. For example, you can apply a vaccine booster appointment type that only enables a patient to book this appointment if they have had a first dose. You can use multiple rules to create AND and OR statements. For example, the patient is in the age range eligible for a COVID-19 vaccine AND they have had a first dose of Pfizer/Moderna OR AstraZeneca.
To use conditions, you must also set up patient status tags; the conditions look for specified patient status tags on the patient chart. Refer to Creating patient status tags and Applying status tags to a patient chart.
📌 Note: Even if new patients can book the appointment type, these patients will not be able to book this type of conditional appointment because their new patient chart will not include any status tags (since their chart doesn't exist yet).
Steps
From the main menu, click Settings > Scheduling > Appointment Type.
Select the appointment type you want to apply the condition to.
In the Appointment type window, click the Online Booking tab.
In the Types of Patients Allowed to Book section, click Only patients included by the conditions defined below.
📌 Note: Once you select this option, that appointment type is not available for eBooking for any patient, even if you have not yet added the actual rules.
Click + Add condition. The Add condition window opens.
In the Has Status Tag list, select the appropriate status tag.
In the Condition Group list, select the appropriate group for that status tag.
To create an AND statement, select Individual for each condition rule. In the example below, the patient must have the COVID-19 Vaccine Eligible status tag AND the COVID-19 first dose - AZ tag applied in order to book this type of appointment (second dose AstraZeneca).
To create an OR statement, select A, B, or C to group condition rules together. In the example below, because both rules are grouped together as A, the patient must have the COVID-19 first dose - Pfizer/Moderna status tag OR the COVID-19 first dose - AZ tag in order to book this type of appointment (second dose Pfizer/Moderna).
You can use multiple A, B, and C selections together. Anything that has the same letter applied are grouped together with OR's; an AND statement is applied between each lettered group. It may help to picture each lettered group in parentheses. In the example below, the patient must have (COVID-19 first dose - Pfizer/Moderna OR COVID-19 first dose - AZ) AND (No reaction: 1st dose Pfizer/Moderna OR No reaction: 1st dose AZ) in order to book this type of appointment.
You can use both Individual and A, B, and/or C selections together. Remember that Individual = AND and A, B, or C = OR. Anything that has the same letter applied are grouped together with OR's; it may help to picture them in parentheses. In the example below, the patient must have (COVID-19 first dose - Pfizer/Moderna OR COVID-19 first dose - AZ) AND have the COVID-19 Vaccine Eligible tag in order to book this type of appointment.
💡 Tip: The order in which you add the rules does not matter. For example, the individual rule can be before or after the A, B, and/or C rules.
8. Click Apply.
9. When you are finished adding rules, click Save.
💡 Tip: To remove a condition rule, click the Remove icon (X icon). To remove all the rules, and deactivate the condition completely, change Only patients included by the conditions defined below to All patients.
Updated May 23, 2025