🎞️ View video tutorial: Overview of appointment types and presenting issues for eBooking

Appointment types categorize the services you offer. For example follow up, new patient or annual physical. Appointment types are used to set the administrative information and actions needed for the different kinds of visits.

The different appointment types are assigned to the provider's schedule creating available time slots for internal staff and patients to book. See Setting up provider schedules).

For information on how internal staff can book appointments, see Booking appointments. Or for information on how patients can book, see Overview of eBooking.

Presenting issues can be linked to the different appointment types. When using presenting issues for eBooking, a Reason page is displayed that directs patients to the appointment types linked with that presenting issue. For more information on this and other actions you can do with presenting issues, see Presenting issues.

You can configure the following for each appointment type. For details on how to set these up, see Creating and modifying appointment types.

  • Length of the appointment

  • Colour the appointment type shows on the schedule

  • Icon associated with the appointment type for internal staff and eBooking

  • Default status when booked internally by staff

  • Appointment letter details, such as if the location shows

  • Pre-Visit Qnaires included in all Notifications and Reminders

  • Reminder details

    • Removing the default reminder, and adding any additional ones

    • Date and time a reminder is sent, Pre-Visit and Post-Visit

    • Custom message included in a specific reminder only

    • Qnaires attached to a specific reminder only

  • Default text for Notifications, for example Appointment Confirmation and Appointment Cancelation.

  • eBooking details.

    • Minimum/maximum booking notice

    • Eligibility, including who can book and with what provider

    • Auto assigned appointment time

    • Default status, for example Confirmed or Requested

    • Description

  • Auto assigned workflow phase for Pathways Virtual Visits

  • Which presenting issues are linked with the appointment type. For more information, see Creating presenting issues (reasons for visit).

  • Practitioner notifications, for example Appointment Confirmation. For more information, see Auto-notifying providers of schedule changes.

For more information, see CHR Webinar: Optimising your appointment booking workflow

Updated November 28, 2022

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