Overview
In order to schedule appointments, you need to have appointment types created. They can be customized for the specific appointment, which will make your workflow more efficient. A routine appointment is much different than a surgery. Learn how to design your appointment types for your clinic's needs.
How to Create an Appointment Type
Click the arrow to learn more
Click the arrow to learn more
Click on "Settings"
Click on "Configuration" and select "View Appointment Type"
Click the + on the upper right
Fill in the form that appears
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.
Edit an Existing Appointment Type
Click arrow to learn more
Click arrow to learn more
Click on "Settings"
Click on "Configuration" and select "View Appointment Types"
Select "Edit" on the right of the appointment type you need to edit
Make the desired changes
Click "Save"
Deleting an Appointment Type
Click on arrow to learn more
Click on arrow to learn more
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 arrow to learn more
Click arrow to learn more
Click on "Settings"
Click on "Configuration" and select "View Appointment Types"
Select "Edit" next to the appointment type you need 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" at the botton
For more information about Forms, see Working with Forms
Setting Up Pre-Visit Confirmations
Click Arrow to learn more
Click Arrow to learn more
Ensure that Pre-Visit Confirmations are enabled under Add-Ons. Click here to learn more about pre-visit confirmation.
Click on "Settings"
Click on "Configuration" and select "View Appointment Types"
Select "Edit" on the right of the appointment type you need 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.
Setting Custom SMS Confirmation, Reminder & Pre-Visit Reminder Messages
To learn about Pre-Visit Confirmations, click here.
Click arrow to learn more
Click arrow to learn more
You can define a specific message to be sent via SMS for Appointment Confirmations, Appointment Reminders and Pre-Visit Confirmations. This can help give direction such as "No Food 24 hours before surgery" or "Please drop your pet off at 8 am the day of your appointment". To set these custom messages follow the below steps for reminders and/or confirmations:
Click "Settings
Click "Configuration" and select "View Appointment Types"
Find the appointment type you wish to set up a custom SMS for
Select "Edit" on the right of the appointment type you need to edit
Select Custom SMS in the dropdown for Confirmation or Reminder
Once selected you will see a Text Editing area with a default message. You will also see applicable variables to the left that can be used to insert relevant information
Input your message, being sure to watch the character limit in the lower right
If variables are desired, you can place your cursor where you want it to be inserted and click the green + icon next to the desired variable.
Complete any other desired changes and click "Save"
Other Defaults
Click the arrow to learn more
Click the arrow to learn more
There are several defaults that can be set for each appointment type, including setting a default medical note, bundle, and even which documents should be selected when checking out the appointment. These defaults can be set when adding or editing an appointment type.
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.