Schedules
98 articles
- Quick start guide: Checking in a patient for an appointment
- Quick start guide: Cancelling appointments
- Quick start guide: Rescheduling a block of appointments
- Quick start guide: Rescheduling a single appointment
- Quick start guide: Booking appointments
- Quick start guide: Managing requested appointments
- Viewing a patient's appointments
- Booking appointments
- Booking follow-up appointments
- Booking recurring appointments
- Booking appointments from a patient's chart
- Moving your scheduled virtual appointments to a single location
- Moving your scheduled virtual appointments to multiple locations
- Searching for the next available appointment
- Printing an appointment daysheet
- Cancelling appointments
- Rescheduling a single appointment
- Rescheduling a block of appointments
- Managing requested appointments
- Tracking the status of an appointment
- Other appointment actions
- Adding and removing time off in the schedule
- Limiting appointment type options when booking appointments
- Managing pre-visit Qnaires for an appointment
- Setting up a provider schedule
- Adding standard working hours to a provider schedule
- Adding flexible working hours to a provider schedule
- Creating flexible schedule templates
- Viewing and modifying a provider's flexible working hours
- Applying flexible schedule templates to provider schedules
- Modifying flexible schedule templates
- Viewing and deleting flex templates from provider schedules
- Quick start guide: Creating appointment types
- Overview of appointment types
- Creating and modifying appointment types
- Creating and modifying group visit templates
- Customizing appointment reminders for an appointment type
- Customizing appointment type icons
- Attaching post-visit Qnaires to appointment types
- Attaching pre-visit Qnaires to appointment types
- Archiving appointment types
- Restoring archived appointment types
- Applying conditions to appointment types
- Overview of online booking / eBooking
- Setting up and customizing online booking for your clinic
- Setting up multiple locations for eBooking
- Setting what clinic locations are available for eBooking
- Setting the clinic name and address patients see during eBooking
- Adding or modifying location descriptions for eBooking
- Categorizing or grouping locations for eBooking
- Adding appointment type descriptions for eBooking
- Enabling patients to select a reason for visit when requesting appointments
- Setting how far in advance patients can self-book appointment types (eBooking)
- Displaying your clinic address and map on appointment notifications
- Displaying your clinic address and map on appointment notifications for certain appointment types
- Allowing new and current patients to self-book an appointment type
- Setting appointment types to require approval when booked through eBooking
- Setting which providers patients can book certain appointment types with when self-booking appointments
- Allowing patients to confirm their primary provider when self-booking appointments
- Auto-assigning appointment times when patients self-book appointments
- Setting up a provider schedule for eBooking
- Setting how many patients can self-book a single appointment time slot
- Setting a schedule's appointment time intervals for eBooking
- Enabling appointment stacking for eBooking
- Allowing patients to change or cancel their appointments online
- Requiring patients to verify their identity when accessing the appointment booking site (eBooking)
- Setting provider display options for eBooking
- Allowing patients to skip pre-visit Qnaires when they self-book appointments
- Adding a disclaimer to the top of your "Please provide basic information" appointment booking site page
- Adding or updating your biography (bio) for your clinic's eBooking site
- Customizing appointment notification details
- Customizing the text on your patient-facing appointment booking site
- Charging an appointment fee during eBooking