Schedules

Alison Brunskill avatar Alex MacNeil avatar Ingrid Spence avatar +3
67 articles in this collection
Written by Alison Brunskill, Alex MacNeil, Ingrid Spence and 3 others
Appointments

Managing requested appointments

Confirm or deny appointments that patients have requested via eBooking
Tracy Walsh avatar
Written by Tracy Walsh
Updated over a week ago

Viewing a patient's appointments

See all of a patient's past and future appointments
Tracy Walsh avatar
Written by Tracy Walsh
Updated over a week ago

Booking appointments

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Written by Tracy Walsh
Updated over a week ago

Booking a follow-up appointment

Book another appointment for a patient from an existing appointment
Tracy Walsh avatar
Written by Tracy Walsh
Updated over a week ago

Tracking the status of an appointment

Track no-shows, cancellations, and assign patients to rooms
Ingrid Spence avatar
Written by Ingrid Spence
Updated over a week ago

Other appointment actions

View and update patient demographics, open chart, start encounter
Tracy Walsh avatar
Written by Tracy Walsh
Updated over a week ago

Cancelling appointments

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Written by Tracy Walsh
Updated over a week ago

Rescheduling a single appointment

Move an appointment to a different provider, day or time
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Written by Tracy Walsh
Updated over a week ago

Rescheduling a block of appointments

Move multiple appointments to a different provider, day or time
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Written by Tracy Walsh
Updated over a week ago

Booking recurring appointments

Book repeat appointments for the same patient with the same appointment reason, or repeat group appointments
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Written by Tracy Walsh
Updated over a week ago

Managing pre-visit Qnaires for an appointment

Assign Qnaires to patients when booking an appointment or remove existing Qnaires
Tracy Walsh avatar
Written by Tracy Walsh
Updated over a week ago

Printing an appointment daysheet

Print your list of appointments for the day from the schedule
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Written by Tracy Walsh
Updated over a week ago

Searching for the next available appointment

Find the next available appointment based on practitioner
Tracy Walsh avatar
Written by Tracy Walsh
Updated over a week ago

Adding and removing time off in the schedule

Blocking off time in the schedule to indicate you are not working, such as when you have a meeting or are away for a short period.
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Written by Tracy Walsh
Updated over a week ago
eBooking

Overview of eBooking

Ingrid Spence avatar
Written by Ingrid Spence
Updated over a week ago

Enabling and disabling eBooking for your clinic

Amy Barnett avatar
Written by Amy Barnett
Updated over a week ago

Requesting an appointment online using eBooking (for patients)

Below please find a guide on how to advise your patients on how to request an appointment online using the E-booking feature.
Ingrid Spence avatar
Written by Ingrid Spence
Updated over a week ago

Allowing patients to change or cancel their online appointments using eBooking

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Written by Ingrid Spence
Updated over a week ago

Setting what clinic locations are available for eBooking

Hide locations that don't offer eBooking
Amy Barnett avatar
Written by Amy Barnett
Updated over a week ago

eBooking Settings

Ingrid Spence avatar
Written by Ingrid Spence
Updated over a week ago

Setting the clinic name and address patients see during eBooking

Amy Barnett avatar
Written by Amy Barnett
Updated over a week ago

Adding or modifying location descriptions for eBooking

Provide clinic location details to patients
Amy Barnett avatar
Written by Amy Barnett
Updated over a week ago

Categorizing or grouping locations for eBooking

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Written by Amy Barnett
Updated over a week ago

Adding appointment type descriptions for eBooking

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Written by Amy Barnett
Updated over a week ago

Requiring patients to select an appointment reason (presenting issue) when eBooking

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Written by Amy Barnett
Updated over a week ago

Setting how far in advance patients can book appointments using eBooking

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Written by Amy Barnett
Updated over a week ago

Displaying clinic address and map on eBooking notifications

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Written by Amy Barnett
Updated over a week ago

Setting appointment types to require approval when booked through eBooking

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Written by Amy Barnett
Updated over a week ago

Allowing new or current patients to book an appointment type via eBooking

Amy Barnett avatar
Written by Amy Barnett
Updated over a week ago

Setting which provider(s) patients can book an appointment type with via eBooking

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Written by Amy Barnett
Updated over a week ago