Schedules

Tara Macklin avatar Mitch Glazier avatar Alison Brunskill avatar +5
58 articles in this collection
Written by Tara Macklin, Mitch Glazier, Alison Brunskill and 5 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

Tracy Walsh avatar
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
Mitch Glazier avatar
Written by Mitch Glazier
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

Tracy Walsh avatar
Written by Tracy Walsh
Updated over a week ago

Rescheduling a single appointment

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

Rescheduling a block of appointments

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

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

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

Disabling eBooking for your clinic

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

Enabling Patients to use the eBooking Feature

This Article explains how to configure appointment types for eBooking to enable patients to book or request appointments online.
Mitch Glazier avatar
Written by Mitch Glazier
Updated over a week ago

For Patients: Making an E-Booking

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

For Patients: Change/Cancel Appointments

Below please find a guide on how to advise your patients on how to change or cancel their appointments.
Mitch Glazier avatar
Written by Mitch Glazier
Updated over a week ago

Creating presenting issues (reasons for visit)

Julie Chartrand avatar
Written by Julie Chartrand
Updated over a week ago

eBooking Configurations

How to configure your site for eBooking - setting specific rules when the patient requests an appointment online
Ingrid Spence avatar
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

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

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

Presenting issues

Use presenting issues to capture patients' primary reason for their visit and automatically send a Qnaire and open an encounter template
Julie Chartrand avatar
Written by Julie Chartrand
Updated over a week ago

Adding appointment type descriptions for eBooking

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

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

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

Setting how far in advance patients can book appointment types through eBooking

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

Setting appointment types to display clinic address information on eBooking notifications

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

Setting appointment types to require approval when booked through eBooking

Amy Barnett avatar
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