Schedules

Viewing and navigating the schedule

How to move around in the schedule

Written by Tracy Walsh
Updated over a week ago

Zoom in/out of the Scheduler

How to use the zoom functionality in the Scheduler

Written by Mitch Glazier
Updated over a week ago

Auto Scroll to the current time in the schedule

Written by Tara Macklin
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

Filtering the schedule by location

Only display the schedule for the clinic location you work at

Written by Tara Macklin
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

Viewing a patient's appointments

See all 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 a follow-up appointment

Book another appointment for a patient from an existing appointment

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 Mitch Glazier
Updated over a week ago

Other appointment actions

View and update patient demographics, open chart, start encounter

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

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

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

Printing an appointment daysheet

Print your list of appointments for the day from the schedule

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

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

Booking group visits

Schedule appointments with multiple providers and/or multiple patients

Written by Tracy Walsh
Updated over a week ago

Adding patients to a group visit

Written by Tracy Walsh
Updated over a week ago

Managing appointment reminders for a single appointment

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

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 Patient Appointment Notifications

How to customize Patient Appointment Notifications

Written by Alison Brunskill
Updated over a week ago

Practitioner Notifications

How to Configure Practitioner Appointment Notifications - be notified of any changes to your schedule

Written by Mitch Glazier
Updated over a week ago

SMS (Text) Overages Fees Update

Written by Ingrid Spence
Updated yesterday

Configuring your standard working hours

Written by Ingrid Spence
Updated over a week ago

Flex Scheduling Settings

How to configure a schedule for non-regular hours

Written by Tara Macklin
Updated over a week ago

Flex Schedule Templates

How to allow for further customization of clinician schedules, including colour coding

Written by Tara Macklin
Updated over a week ago

Creating a Room

Creating and Managing Rooms for Patient Appointments

Written by Tara Macklin
Updated over a week ago

Vacation Settings

How to configure a vacation in a schedule for an entire clinic or for individual practitioners.

Written by Tara Macklin
Updated over a week ago

Mass Adding and Removing Off Time

This article will go over how you can add and remove off time on mass, to make applying lunch breaks, meetings, or whatever else, easier.

Written by Alex MacNeil
Updated over a week ago

Creating and modifying appointment types

Configuring appointment types (and online booking settings)

Written by Amy Barnett
Updated over a week ago

Customizing appointment type icons

Written by Amy Barnett
Updated over a week ago

Attaching pre-visit Qnaires to appointment types

Automatically assign Qnaires to patients when an appointment is booked.

Written by Amy Barnett
Updated over a week ago

Customizing appointment reminders for an appointment type

Written by Amy Barnett
Updated over a week ago

Creating Group Visit Appointment Types

Written by Ingrid Spence
Updated over a week ago

Creating and Editing Account Locations

Written by Ingrid Spence
Updated over a week ago

Appointment Tags

This will help you with making appointment tags to further customize your different appointments.

Written by Alex MacNeil
Updated over a week ago

Province specific Holiday Templates (and Exemptions)

Learn how to Configure specific dates that should be automatically marked as closed due to statutory holidays

Written by Tara Macklin
Updated over a week ago

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

Written by Amy Barnett
Updated over a week ago

Disabling eBooking for your clinic

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.

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.

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.

Written by Mitch Glazier
Updated over a week ago

Creating presenting issues (reasons for visit)

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

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 Amy Barnett
Updated over a week ago

Setting the clinic name and address patients see during eBooking

Written by Amy Barnett
Updated over a week ago

Adding or modifying location descriptions for eBooking

Provide clinic location details to patients

Written by Amy Barnett
Updated over a week ago

Categorizing or grouping locations for eBooking

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

Written by Julie Chartrand
Updated over a week ago

Adding appointment type descriptions for eBooking

Written by Amy Barnett
Updated over a week ago

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

Written by Amy Barnett
Updated over a week ago

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

Written by Amy Barnett
Updated over a week ago

Setting appointment types to display clinic address information on eBooking notifications

Written by Amy Barnett
Updated over a week ago

Setting appointment types to require approval when booked through eBooking

Written by Amy Barnett
Updated over a week ago

Allowing new or current patients to book an appointment type via eBooking

Written by Amy Barnett
Updated over a week ago