Schedules

Ingrid Spence avatar Tracy Walsh avatar Julie Chartrand avatar +1
83 articles in this collection
Written by Ingrid Spence, Tracy Walsh, Julie Chartrand and 1 other
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 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 over a week ago

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 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

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

Managing requested appointments

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

Tracking the status of an appointment

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

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 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

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
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

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