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Schedules
Navigating the schedule, Appointments, Group visits, Appointment notifications, Presenting issues. Scheduling Settings: Vacations, Appointment types, Locations, Tags, Rooms, and Configuring eBooking.
95 articles
Quick start guide: Managing requested appointments
Quick start guide: Booking appointments
Quick start guide: Rescheduling a single appointment
Quick start guide: Rescheduling a block of appointments
Quick start guide: Cancelling appointments
Quick start guide: Checking in a patient for an appointment
Viewing a patient's appointments
Booking appointments
Booking follow-up appointments
Booking recurring appointments
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
Managing appointment reminders for a single appointment
Changing notification settings for an appointment
Customizing notification templates
Variables for notification templates
Auto-notifying providers of schedule changes
Avoiding SMS overage charges
My patient did not receive an automated e-mail notification?
Email Delivery 'Failure' - Troubleshooting
Setting up provider schedules
Adding standard working hours to schedules
Adding flexible working hours to provider schedules
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
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 eBooking
Setting up and customizing eBooking 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 (presenting issue) when requesting appointments on your clinic's eBooking site
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 provider(s) 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
Customizing clinic-wide eBooking settings
Allowing patients to change or cancel their appointments online
Requiring patients to select an appointment reason (presenting issue) when self-booking appointments
Requiring patients to verify their identity when accessing the appointment booking site (eBooking)
Missing identifications when patient attempts to login to 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 notifications patients see when they book appointments through the appointment booking site
Customizing the text on your patient-facing appointment booking site