E-booking

e-booking types, rules, and templates

Schedules
Refer to Key Concepts for a detailed explanation of Schedules.  Appointment Types and Booking Rules will be covered in a separate document. Schedules are a ...
Tue, 12 Oct, 2021 at 4:16 PM
How to Handle E-Booking Requests
This document illustrates e-book handling in a pending state that requires front line staff to triage.  For pre-approved bookings, staff is not required to ...
Fri, 22 Nov, 2019 at 11:13 AM
How to Handle E-Booking Cancellations
1.  When a registered patient cancels his/her appointment, the Calendar icon number will increment. a) Click on the Cancellations tab. b) The cancellation...
Thu, 21 Nov, 2019 at 5:14 PM
Manually Import Appointments
This tool is only used when initiating a new provider's schedule, or to correct appointment aberrations by overwriting the Portal's calendar with ...
Mon, 16 Jul, 2018 at 9:42 PM
How to Create E-booking Availability using Template
Availability for online booking is created using a template method, similar to the EMR's scheduling system.  This template defines exactly what appoint...
Fri, 22 Nov, 2019 at 11:39 AM
How to Create E-booking Availability Using Auto-Publish
After you create a booking availability template (see Creating booking availability templates), you can set the portal to automatically publish (apply) the ...
Thu, 6 Aug, 2020 at 1:29 PM
How to Manage E-booking Availability Spontaneously
This document illustrates how to make impromptu changes to your schedule in the short term.  Options are to remove availability, add availability, or clear ...
Fri, 22 Nov, 2019 at 10:53 AM
Clinic Appointment Types
The clinic appointment type should be considered an appointment template as multiple providers can apply this template to their personal schedule.  All sett...
Thu, 15 Mar, 2018 at 1:20 AM
Clinic Appointment Rules
The clinic appointment rule should be considered an appointment template as multiple providers can apply this template to their personal schedule.  All sett...
Mon, 12 Mar, 2018 at 11:39 AM
Individual Provider Appointment Type
In this document, we will customize the Clinic Appointment Type to the individual provider's schedule.  Please see Schedules, Clinic Appointment Type b...
Mon, 1 Jun, 2020 at 5:29 PM