Schedules

Creating presenting issues (reasons for visit)

Written by Julie Chartrand
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

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 Ingrid Spence
Updated over a week ago

Auto Scroll to the current time in the schedule

Written by Ingrid Spence
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 Ingrid Spence
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 Ingrid Spence
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 Ingrid Spence
Updated over a week ago

SMS (Text) Overages Fees Update

Written by Ingrid Spence
Updated over a week ago

Setting up provider schedules

Written by Ingrid Spence
Updated over a week ago

Adding standard working hours to provider 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 over a week ago

Creating flexible working hour templates

Written by Ingrid Spence
Updated over a week ago

Applying flexible working hour templates to provider schedules

Written by Ingrid Spence
Updated over a week ago

Viewing and modifying provider flexible working hours

Written by Ingrid Spence
Updated over a week ago

Modifying flex schedule templates

Written by Ingrid Spence
Updated over a week ago

Viewing and modifying clinic vacations

Written by Ingrid Spence
Updated this week

Modifying time off templates

Written by Ingrid Spence
Updated over a week ago

Scheduling vacation

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

Viewing and modifying time off in provider schedules

Written by Ingrid Spence
Updated this week

Applying time off templates to provider schedules

Written by Ingrid Spence
Updated this week

Adding province-specific holidays to provider schedules

Written by Ingrid Spence
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

Creating Group Visit Appointment Types

Written by Ingrid Spence
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

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 and modifying clinic 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

Creating rooms for patient appointments

Written by Ingrid Spence
Updated over a week ago

Overview of eBooking

Written by Ingrid Spence
Updated over a week ago

Enabling and disabling eBooking for your clinic

Written by Amy Barnett
Updated over a week ago

Requesting an appointment online using eBooking (for patients)

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

Allowing patients to change or cancel their online appointments using 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 Amy Barnett
Updated over a week ago

eBooking Settings

Written by Ingrid Spence
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

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 appointments using eBooking

Written by Amy Barnett
Updated over a week ago

Displaying clinic address and map 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

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

Written by Amy Barnett
Updated over a week ago