⚡ Quick start: This topic provides a high level overview of the steps required to quickly complete the task. For detailed instructions, refer to the comprehensive help topic Creating and modifying appointment types. |
From the main menu, click Settings > Scheduling > Appointment Type. A list of your clinic's active appointment types displays.
To modify an appointment type, click it. Or, to create a new appointment type, click Add.
💡Tip: To copy an existing appointment type, click the copy icon beside the appointment type you wish to copy.
The Appointment Type or New Appointment Type window opens.
In the General tab, set the appointment type properties.
Icon - Select an icon to represent the appointment type.
Name - Enter the appointment type name.
Length - Select the default appointment length (in minutes).
📌 Note: When booking or approving these appointments, you can change the appointment length if necessary.
Color On Schedule View - Select the colour these appointments have on the schedule.
Internal Default Status - Select the default appointment status when these appointments are booked internally by your clinic staff.
To attach pre-visit Qnaires to the appointment type, click the Pre-Visit Qnaires tab, and then click +Add Qnaire.
To customize when appointment reminders are sent for this appointment type and to add additional comments to the reminder message(s), click the Reminder tab, and then add or modify the reminders.
When you're finished, click Submit.
Updated October 10, 2024