Schedules

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

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

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

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

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

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 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

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

Creating and modifying clinic locations

Written by Ingrid Spence
Updated this week

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

Creating rooms for pathways and appointments

Written by Ingrid Spence
Updated over a week ago

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