Schedules

Tara Macklin avatar Mitch Glazier avatar Alison Brunskill avatar +4
62 articles in this collection
Written by Tara Macklin, Mitch Glazier, Alison Brunskill and 4 others
Appointments

Viewing a patient's appointments

See all of a patient's past and future appointments
Tracy Walsh avatar
Written by Tracy Walsh
Updated yesterday

Booking appointments

Tracy Walsh avatar
Written by Tracy Walsh
Updated yesterday

Booking a follow-up appointment

Book another appointment for a patient from an existing appointment
Tracy Walsh avatar
Written by Tracy Walsh
Updated yesterday

Tracking the status of an appointment

Track no-shows, cancellations, and assign patients to rooms
Mitch Glazier avatar
Written by Mitch Glazier
Updated yesterday

Cancelling appointments

Tracy Walsh avatar
Written by Tracy Walsh
Updated yesterday

Rescheduling a single appointment

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

Rescheduling a block of appointments

Move multiple appointments to a different provider, day or time
Tracy Walsh avatar
Written by Tracy Walsh
Updated this week

Booking recurring appointments

Book repeat appointments for the same patient with the same appointment reason
Tracy Walsh avatar
Written by Tracy Walsh
Updated yesterday

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 this week

Using Presenting Issues

How to use Presenting Issues
Tara Macklin avatar
Written by Tara Macklin
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 this week

Search for next available appointment

Find the next available appointment based on practitioner
Tara Macklin avatar
Written by Tara Macklin
Updated over a week ago

Adding and Removing Off Time within your Schedule

How to add off time when a practitioner is in a meeting, away, or a note to your schedule
Tara Macklin avatar
Written by Tara Macklin
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

Missing Identifications on Patient Login (eBooking)

Ingrid Spence avatar
Written by Ingrid Spence
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

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

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

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

Adding reasons to the eBooking "primary reason for your visit" list

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

Adding appointment type descriptions for 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