Schedules

Navigating the schedule, Appointments, Group visits, Appointment notifications, Presenting issues. Scheduling Settings: Vacations, Appointment types, Locations, Tags, Rooms, and Configuring eBooking.

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89 articles in this collection
Written by Ingrid Spence, Sarah, Tracy Walsh and 2 others

Navigating the schedule

Viewing and navigating the schedule

How to move around in the schedule

Written by Tracy Walsh
Updated over a week ago

Filtering the schedule

Change your view of the schedule to see only the information you need

Written by Tracy Walsh
Updated over a week ago

Appointments

Viewing a patient's appointments

See the history of a patient's past and future appointments

Written by Tracy Walsh
Updated over a week ago

Booking appointments

Written by Tracy Walsh
Updated over a week ago

Booking follow-up appointments

Book another appointment for a patient from an existing appointment

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

Written by Tracy Walsh
Updated over a week ago

Searching for the next available appointment

Find the next available appointment based on practitioner

Written by Tracy Walsh
Updated over a week ago

Printing an appointment daysheet

Print your list of appointments for the day from the schedule

Written by Tracy Walsh
Updated over a week ago

Cancelling appointments

Written by Tracy Walsh
Updated over a week ago

Rescheduling a single appointment

Move an appointment to a different provider, day or time

Written by Tracy Walsh
Updated over a week ago

Rescheduling a block of appointments

Move multiple appointments to a different provider, day or time

Written by Tracy Walsh
Updated over a week ago

Managing requested appointments

Confirm or deny appointments that patients have requested via eBooking

Written by Tracy Walsh
Updated over a week ago

Tracking the status of an appointment

Track no-shows, cancellations, and assign patients to rooms

Written by Tracy Walsh
Updated this week

Other appointment actions

View and update patient demographics, open chart, start encounter

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.

Written by Tracy Walsh
Updated over a week ago

Limiting appointment type options when booking appointments

Written by Ingrid Spence
Updated over a week ago

Managing pre-visit Qnaires for an appointment

Assign Qnaires to patients when booking an appointment or remove existing Qnaires

Written by Tracy Walsh
Updated over a week ago

Group visits

Booking group visits

Schedule appointments with multiple providers and/or multiple patients

Written by Tracy Walsh
Updated over a week ago

Adding patients to group visits

Written by Tracy Walsh
Updated over a week ago

Appointment notifications

Managing appointment reminders for a single appointment

Edit the date/time, add comments, remove a reminder, add a reminder, add Qnaires

Written by Tracy Walsh
Updated over a week ago

Changing notification settings for an appointment

Written by Tracy Walsh
Updated over a week ago

Customizing notification templates

Written by Sarah
Updated this week

Variables for notification templates

Written by Sarah
Updated over a week ago

Auto-notifying providers of schedule changes

Notify providers when appointments are booked, changed or cancelled on their schedules

Written by Adeel I. Butt
Updated over a week ago

Avoiding SMS overage charges

Written by Ingrid Spence
Updated over a week ago

My patient did not receive an automated e-mail notification?

Troubleshooting steps to resolve issues with automated email notification delivery.

Written by Ingrid Spence
Updated over a week ago

Email Delivery 'Failure' - Troubleshooting

Why did my patient not receive an e-mail message from the CHR?Troubleshooting steps to resolve issues with email delivery.

Written by Ingrid Spence
Updated over a week ago

Presenting issues

Presenting issues

Use presenting issues to capture patients' primary reason for their visit and automatically send a Qnaire and open an encounter template

Written by Ingrid Spence
Updated over a week ago

Creating presenting issues (reasons for visit)

Written by Ingrid Spence
Updated over a week ago

Scheduling Settings: Schedules

Setting up provider schedules

Written by Ingrid Spence
Updated over a week ago

Adding standard working hours to schedules

Written by Ingrid Spence
Updated over a week ago

Adding flexible working hours to provider schedules

Configuring your schedule for non-regular hours

Written by Ingrid Spence
Updated yesterday

Creating flexible schedule templates

Written by Tracy Walsh
Updated yesterday

Viewing and modifying a provider's flexible working hours

Written by Tracy Walsh
Updated over a week ago

Applying flexible schedule templates to provider schedules

Written by Tracy Walsh
Updated over a week ago

Modifying flexible schedule templates

Written by Ingrid Spence
Updated over a week ago

Viewing and deleting flex templates from provider schedules

Written by Tracy Walsh
Updated over a week ago

Scheduling Settings: Vacations

Viewing and modifying clinic vacations

Written by Ingrid Spence
Updated over a week ago

Viewing and modifying time off in provider schedules

Written by Ingrid Spence
Updated over a week ago

Scheduling vacation

Written by Ingrid Spence
Updated over a week ago

Applying time off templates to provider schedules

Written by Ingrid Spence
Updated over a week ago

Creating templates to block time off

Learn how to add off time on mass in your schedule

Written by Ingrid Spence
Updated over a week ago

Modifying time off templates

Written by Ingrid Spence
Updated over a week ago

Allowing patients to request appointments online on statutory holidays

Written by Ingrid Spence
Updated over a week ago

Scheduling Settings: Appointment Types

Overview of appointment types

Written by Sarah
Updated over a week ago

Creating and modifying appointment types

Configuring appointment types (and online booking settings)

Written by Ingrid Spence
Updated over a week ago

Creating and modifying group visit templates

Configuring templates (or appointment types) for group visits

Written by Mylene Fortin
Updated over a week ago

Customizing appointment reminders for an appointment type

Written by Ingrid Spence
Updated this week

Customizing appointment type icons

Written by Ingrid Spence
Updated over a week ago

Attaching post-visit Qnaires to appointment types

Written by Ingrid Spence
Updated over a week ago

Attaching pre-visit Qnaires to appointment types

Automatically assign Qnaires to patients when an appointment is booked.

Written by Ingrid Spence
Updated over a week ago

Archiving appointment types

Written by Tracy Walsh
Updated over a week ago

Restoring archived appointment types

Written by Tracy Walsh
Updated over a week ago

Applying conditions to appointment types

Restrict which appointment types can be eBooked if certain conditions haven't been met

Written by Tracy Walsh
Updated over a week ago

Scheduling Settings: Locations

Creating and modifying clinic locations

Written by Ingrid Spence
Updated over a week ago

Scheduling Settings: Tags

Creating and applying custom appointment tags

How to create and apply customized appointment tags to your appointments

Written by Adeel I. Butt
Updated over a week ago

Scheduling Settings: Extra

Creating rooms for pathways and appointments

Written by Ingrid Spence
Updated over a week ago

Configuring eBooking

Overview of eBooking

Written by Ingrid Spence
Updated over a week ago

Setting up and customizing eBooking for your clinic

Written by Ingrid Spence
Updated over a week ago

Setting up multiple locations for eBooking

Written by Ingrid Spence
Updated over a week ago

Setting what clinic locations are available for eBooking

Hide locations that don't offer eBooking

Written by Ingrid Spence
Updated over a week ago

Setting the clinic name and address patients see during eBooking

Written by Ingrid Spence
Updated over a week ago

Adding or modifying location descriptions for eBooking

Provide clinic location details to patients

Written by Ingrid Spence
Updated over a week ago

Categorizing or grouping locations for eBooking

Written by Ingrid Spence
Updated over a week ago

Adding appointment type descriptions for eBooking

Written by Ingrid Spence
Updated over a week ago

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

Written by Ingrid Spence
Updated over a week ago

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

Written by Ingrid Spence
Updated over a week ago

Displaying your clinic address and map on appointment notifications

Written by Ingrid Spence
Updated over a week ago

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

Written by Ingrid Spence
Updated over a week ago

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

Written by Ingrid Spence
Updated over a week ago

Setting appointment types to require approval when booked through eBooking

Written by Ingrid Spence
Updated over a week ago

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

Written by Ingrid Spence
Updated over a week ago

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

Written by Ingrid Spence
Updated over a week ago

Auto-assigning appointment times when patients self-book appointments

Written by Ingrid Spence
Updated over a week ago

Setting up a provider schedule for eBooking

Written by Ingrid Spence
Updated over a week ago

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

Written by Ingrid Spence
Updated over a week ago

Setting a schedule's appointment time intervals for eBooking

Written by Ingrid Spence
Updated over a week ago

Enabling appointment stacking for eBooking

Written by Ingrid Spence
Updated over a week ago

Customizing clinic-wide eBooking settings

Written by Ingrid Spence
Updated over a week ago

Allowing patients to change or cancel their appointments online

Written by Ingrid Spence
Updated over a week ago

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

Written by Ingrid Spence
Updated over a week ago

Requiring patients to verify their identity when accessing the appointment booking site (eBooking)

Written by Ingrid Spence
Updated over a week ago

Missing identifications when patient attempts to login to eBooking

Written by Ingrid Spence
Updated over a week ago

Setting provider display options for eBooking

Written by Ingrid Spence
Updated over a week ago

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

Written by Ingrid Spence
Updated over a week ago

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

Written by Ingrid Spence
Updated over a week ago

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

Written by Ingrid Spence
Updated over a week ago

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

Written by Ingrid Spence
Updated over a week ago

Customizing the text on your patient-facing appointment booking site

Written by Ingrid Spence
Updated over a week ago