Schedules

Ingrid Spence avatar Tracy Walsh avatar Julie Chartrand avatar +2
84 articles in this collection
Written by Ingrid Spence, Tracy Walsh, Julie Chartrand and 2 others
Appointments

Viewing a patient's appointments

See the history of a patient's past and future appointments
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Written by Tracy Walsh
Updated this week

Limiting appointment type options when booking appointments

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Written by Ingrid Spence
Updated over a week ago

Searching for the next available appointment

Find the next available appointment based on practitioner
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Written by Tracy Walsh
Updated this week

Booking appointments

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Written by Tracy Walsh
Updated this week

Booking follow-up appointments

Book another appointment for a patient from an existing appointment
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Written by Tracy Walsh
Updated this week

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 this week

Cancelling appointments

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Written by Tracy Walsh
Updated this week

Rescheduling a single appointment

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

Rescheduling a block of appointments

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

Managing requested appointments

Confirm or deny appointments that patients have requested via eBooking
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Written by Tracy Walsh
Updated this week

Tracking the status of an appointment

Track no-shows, cancellations, and assign patients to rooms
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Written by Tracy Walsh
Updated this week

Other appointment actions

View and update patient demographics, open chart, start encounter
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Written by Tracy Walsh
Updated this week

Managing pre-visit Qnaires for an appointment

Assign Qnaires to patients when booking an appointment or remove existing Qnaires
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Written by Tracy Walsh
Updated this week

Printing an appointment daysheet

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

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 this week
Configuring eBooking

Overview of eBooking

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Written by Ingrid Spence
Updated over a week ago

Setting up and customizing eBooking for your clinic

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Written by Julie Chartrand
Updated over a week ago

Setting up multiple locations for eBooking

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Written by Julie Chartrand
Updated over a week ago

Setting what clinic locations are available for eBooking

Hide locations that don't offer eBooking
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Written by Julie Chartrand
Updated over a week ago

Setting the clinic name and address patients see during eBooking

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Written by Julie Chartrand
Updated over a week ago

Adding or modifying location descriptions for eBooking

Provide clinic location details to patients
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Written by Julie Chartrand
Updated over a week ago

Categorizing or grouping locations for eBooking

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Written by Julie Chartrand
Updated over a week ago

Adding appointment type descriptions for eBooking

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Written by Julie Chartrand
Updated over a week ago

Enabling patients to select a reason for visit (presenting issue) when requesting appointments on your clinic's eBooking site

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Written by Julie Chartrand
Updated over a week ago

Setting how far in advance patients can self-book appointment types (eBooking)

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Written by Julie Chartrand
Updated over a week ago

Displaying your clinic address and map on appointment notifications

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Written by Julie Chartrand
Updated over a week ago

Displaying your clinic address and map on appointment notifications for certain appointment types

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Written by Julie Chartrand
Updated over a week ago

Allowing new and current patients to self-book an appointment type

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Written by Julie Chartrand
Updated over a week ago

Setting appointment types to require approval when booked through eBooking

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Written by Julie Chartrand
Updated over a week ago

Setting which provider(s) patients can book certain appointment types with when self-booking appointments

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Written by Julie Chartrand
Updated over a week ago

Allowing patients to confirm their primary provider when self-booking appointments

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Written by Julie Chartrand
Updated over a week ago

Auto-assigning appointment times when patients self-book appointments

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Written by Julie Chartrand
Updated over a week ago

Setting up a provider schedule for eBooking

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Written by Julie Chartrand
Updated over a week ago

Setting how many patients can self-book a single appointment time slot

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Written by Julie Chartrand
Updated over a week ago

Setting a schedule's appointment time intervals for eBooking

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Written by Julie Chartrand
Updated over a week ago

Enabling appointment stacking for eBooking

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Written by Julie Chartrand
Updated over a week ago

Customizing clinic-wide eBooking settings

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Written by Ingrid Spence
Updated over a week ago

Allowing patients to change or cancel their appointments online

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Written by Ingrid Spence
Updated over a week ago

Requiring patients to select an appointment reason (presenting issue) when self-booking appointments

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Written by Julie Chartrand
Updated over a week ago

Requiring patients to verify their identity when accessing the appointment booking site or the patient portal

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Written by Julie Chartrand
Updated over a week ago

Setting provider display options for eBooking

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Written by Julie Chartrand
Updated over a week ago

Allowing patients to skip pre-visit Qnaires when they self-book appointments

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Written by Julie Chartrand
Updated over a week ago

Adding a disclaimer to the top of your "Please provide basic information" appointment booking site page

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Written by Julie Chartrand
Updated over a week ago

Adding or updating your biography (bio) for your clinic's eBooking site

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Written by Julie Chartrand
Updated over a week ago

Customizing appointment notifications patients see when they book appointments through the appointment booking site

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Written by Julie Chartrand
Updated over a week ago

Customizing the text on your patient-facing appointment booking site

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Written by Julie Chartrand
Updated over a week ago