To create a new appointment type:
Click on "Settings"
Click on "configuration" and select "new appointment type"
Complete the form that appears (remember to click "choose" after selecting your color)
Click "save"
Appointment types can be used for "blocks" of time, such as personal time, lunch, or staff meeting. For more information about scheduling appointments, see Working with Appointments. |
To edit an existing appointment type:
Click on "Settings"
Click on "configuration" and select "view appointment types"
Click on the gear icon next to the appointment type you wish to edit, and select "edit appointment type"
Make the desired changes
Click "save"
To delete an existing appointment type:
Click on "Settings"
Click on "configuration" and select "view appointment types"
Click on the gear icon next to the appointment type you wish to delete, and select "delete appointment type"
Confirm your intent to delete the appointment type
An appointment type that has been used to schedule an appointment cannot be deleted. |
To set up default Check-In Forms:
Click on "Settings"
Click on "configuration" and select "view appointment types"
Click on the gear icon next to the appointment type you wish to edit
Select the Form(s) you would like to have a client fill out during the check-in process. These will be the default, but can be removed or changed at check-in if needed.
Click Save
For more information about Forms, see Working with Forms |
To set up Pre-Visit Confirmations:
Ensure that Pre-Visit Confirmations are enabled under Add-Ons
Click on "Settings"
Click on "configuration" and select "view appointment types"
Click on the gear icon next to the appointment type you wish to edit
Change 'Allow Pre-Visit Confirm:' to 'Yes'
If desired, you can use the 'Pre Visit Email:' setting to change the email template to a custom letter.
Select the applicable Letters and/or Forms you wish to send out in the 'Pre-Visit Letters:' and 'Pre-Visit Forms:'
Click Save
For more information about Pre-Visit Confirmations, see Managing Pre-Visit Confirmation. |
Other Defaults
There are several defaults that can be set for each appointment type, including setting a default medical note, bundle, confirmation and reminder messages, and even which documents should be selected when checking out the appointment. These defaults can be set when adding or editing an appointment type as described below.
For more information about creating custom messages, see Changing Default Email Messages. |
For more information about creating custom medical notes, see Working with Medical Note Templates. |