You can apply conditions to appointment types to allow a patient to e-book a specific type of appointment only if certain rules have been met. For example, you can apply a condition to a COVID-19 vaccine second dose appointment type that only allows 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 Astra Zeneca.

To use conditions, you must also set up patient status tags; the conditions look for specified patient status tags on the patient chart. See Creating patient status tags and Applying status tags to a patient chart.

📌 Note: even if the appointment type is allowed to be booked by new patients, these patients will not be able to book this type of appointment because there are no status tags applied to their chart (since their chart doesn't exist yet).

Steps

1. From the main menu, select Settings > Scheduling > Appointment Type.

2. Select the appointment type to apply the condition to, and click the Conditions tab.

3. At the top of the window, select Block all patients except below rules: from the list.

📌 Note: Once you select this option, that appointment type is not available for e-booking for any patient even if you have not yet added the actual rules.

4. Click Add Condition Rule. For each rule, select has a status tag > the appropriate status tag > Individual, A, B, or C:

  • Select Individual for each condition rule to create an AND statement. 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 Astra Zeneca).

  • Select A, B, or C to group condition rules together to create an OR statement. 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: it does not matter what order the rules are added i.e. the Individual rule can be before or after the A, B, and/or C rules.

5. When you are finished adding rules, click Submit.

💡 Tip: To remove a condition rule, click the trash can icon. To remove all the rules without removing each one individually, and deactivate the condition completely, change Block all patients except below rules to No Condition Rule.

Updated July 13, 2021

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