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Schedules
Schedules
+1
83 articles in this collection
Written by
Ingrid Spence,
Tracy Walsh,
Julie Chartrand
and 1 other
Navigating the schedule
Viewing and navigating the schedule
How to move around in the schedule
Written by
Tracy Walsh
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
Appointments
Viewing a patient's appointments
See the history of a patient's past and future appointments
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
Booking appointments
Written by
Tracy Walsh
Updated this week
Booking follow-up appointments
Book another appointment for a patient from an existing appointment
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
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
Managing requested appointments
Confirm or deny appointments that patients have requested via eBooking
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
Tracy Walsh
Updated over a week ago
Other appointment actions
View and update patient demographics, open chart, start encounter
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
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
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
Group visits
Booking group visits
Schedule appointments with multiple providers and/or multiple patients
Written by
Tracy Walsh
Updated over a week ago
Adding patients to group visits
Written by
Tracy Walsh
Updated over a week ago
Appointment notifications
Managing appointment reminders for a single appointment
Edit the date/time, add comments, remove a reminder, add a reminder, add Qnaires
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 appointment notifications for patients
How to customize patient appointment notifications
Written by
Adeel I. Butt
Updated over a week ago
Auto-notifying providers of schedule changes
Notify providers when appointments are booked, changed or cancelled on their schedules
Written by
Adeel I. Butt
Updated over a week ago
Avoiding SMS overage charges
Written by
Ingrid Spence
Updated over a week ago
Presenting issues
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
Creating presenting issues (reasons for visit)
Written by
Julie Chartrand
Updated over a week ago
Scheduling Settings - Schedules
Setting up provider schedules
Written by
Ingrid Spence
Updated over a week ago
Adding standard working hours to 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
Viewing and modifying a provider's flexible working hours
Written by
Tracy Walsh
Updated over a week ago
Creating flexible schedule templates
Written by
Tracy Walsh
Updated over a week ago
Applying flexible schedule templates to provider schedules
Written by
Tracy Walsh
Updated over a week ago
Modifying flexible schedule templates
Written by
Ingrid Spence
Updated over a week ago
Viewing and deleting flex templates from provider schedules
Written by
Tracy Walsh
Updated over a week ago
Scheduling Settings - Vacations
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
Applying time off templates to provider schedules
Written by
Ingrid Spence
Updated over a week ago
Viewing and modifying clinic vacations
Written by
Ingrid Spence
Updated over a week ago
Viewing and modifying time off in provider schedules
Written by
Ingrid Spence
Updated over a week ago
Modifying time off templates
Written by
Ingrid Spence
Updated over a week ago
Allowing patients to request appointments online on statutory holidays
Written by
Ingrid Spence
Updated over a week ago
Scheduling Settings - Appointment Types
Creating and modifying appointment types
Configuring appointment types (and online booking settings)
Written by
Julie Chartrand
Updated this week
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
Julie Chartrand
Updated over a week ago
Attaching post-visit Qnaires to appointment types
Written by
Ingrid Spence
Updated over a week ago
Attaching pre-visit Qnaires to appointment types
Automatically assign Qnaires to patients when an appointment is booked.
Written by
Julie Chartrand
Updated over a week ago
Customising appointment reminders for an appointment type
Written by
Julie Chartrand
Updated over a week ago
Archiving appointment types
Written by
Tracy Walsh
Updated over a week ago
Restoring archived appointment types
Written by
Tracy Walsh
Updated over a week ago
Scheduling Settings - Locations
Creating and modifying clinic locations
Written by
Ingrid Spence
Updated this week
Scheduling Settings - Tags
Creating and applying custom appointment tags
How to create and apply customized appointment tags to your appointments
Written by
Adeel I. Butt
Updated over a week ago
Scheduling Settings - Extra
Creating rooms for pathways and appointments
Written by
Ingrid Spence
Updated over a week ago
Configuring eBooking
Overview of eBooking
Written by
Ingrid Spence
Updated over a week ago
Setting up and customizing eBooking for your clinic
Written by
Julie Chartrand
Updated over a week ago
Setting up multiple locations for eBooking
Written by
Julie Chartrand
Updated over a week ago
Setting what clinic locations are available for eBooking
Hide locations that don't offer eBooking
Written by
Julie Chartrand
Updated over a week ago
Setting the clinic name and address patients see during eBooking
Written by
Julie Chartrand
Updated over a week ago
Adding or modifying location descriptions for eBooking
Provide clinic location details to patients
Written by
Julie Chartrand
Updated over a week ago
Categorizing or grouping locations for eBooking
Written by
Julie Chartrand
Updated over a week ago
Adding appointment type descriptions for eBooking
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
Written by
Julie Chartrand
Updated over a week ago
Setting how far in advance patients can self-book appointment types (eBooking)
Written by
Julie Chartrand
Updated over a week ago
Displaying your clinic address and map on appointment notifications
Written by
Julie Chartrand
Updated over a week ago
Displaying your clinic address and map on appointment notifications for certain appointment types
Written by
Julie Chartrand
Updated over a week ago
Allowing new and current patients to self-book an appointment type
Written by
Julie Chartrand
Updated over a week ago
Setting appointment types to require approval when booked through eBooking
Written by
Julie Chartrand
Updated over a week ago
Setting which provider(s) patients can book certain appointment types with when self-booking appointments
Written by
Julie Chartrand
Updated over a week ago
Allowing patients to confirm their primary provider when self-booking appointments
Written by
Julie Chartrand
Updated over a week ago
Auto-assigning appointment times when patients self-book appointments
Written by
Julie Chartrand
Updated over a week ago
Setting up a provider schedule for eBooking
Written by
Julie Chartrand
Updated over a week ago
Setting how many patients can self-book a single appointment time slot
Written by
Julie Chartrand
Updated over a week ago
Setting a schedule's appointment time intervals for eBooking
Written by
Julie Chartrand
Updated over a week ago
Enabling appointment stacking for eBooking
Written by
Julie Chartrand
Updated over a week ago
Customizing clinic-wide eBooking settings
Written by
Ingrid Spence
Updated over a week ago
Allowing patients to change or cancel their appointments online
Written by
Ingrid Spence
Updated over a week ago
Requiring patients to select an appointment reason (presenting issue) when self-booking appointments
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
Written by
Julie Chartrand
Updated over a week ago
Setting provider display options for eBooking
Written by
Julie Chartrand
Updated over a week ago
Allowing patients to skip pre-visit Qnaires when they self-book appointments
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
Written by
Julie Chartrand
Updated over a week ago
Adding or updating your biography (bio) for your clinic's eBooking site
Written by
Julie Chartrand
Updated over a week ago
Customizing appointment notifications patients see when they book appointments through the appointment booking site
Written by
Julie Chartrand
Updated over a week ago
Customizing the text on your patient-facing appointment booking site
Written by
Julie Chartrand
Updated over a week ago