When patients self-book appointment types that require pre-visit Qnaires be completed, you can allow patients to skip the Qnaire(s) during the booking process, with the option to complete them later. When this option is set for your clinic, a Skip for now button appears on the prompt to complete any pre-visit Qnaires.

When a patient chooses to Skip for now, on the confirmation page that displays at the end of the booking process, there's an option to Start Pre-visit Qnaires.

The patient is also prompted to complete unfinished pre-visit Qnaires on any appointment notification messages they receive.

This is a clinic-wide setting that applies to all provider schedules and to all appointment types.

Steps

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

2. Click the Extra Tab.

3. In the Enable Skip Qnaires for Now (eBooking) drop-down, select either:

  • Enable: To allow patients to skip Qnaires

  • Disable: To require patients to complete any pre-visit Qnaires prior to booking the appointment

4. Click Submit.

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

Tags: e-booking, online booking, eBooking, self-booking

Updated: October 12, 2021

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