Book Appointments
Share Form for an Appointment Request Form URL
1. Navigate to the Patient Submission 2. Go to Appointments 3. From the Admin Icon select the Share Form 4. Choose sending method - Phone or Email For SMS - Enter the Phone Number For Email - Enter the Email Address 5. Click the Send ...
Archive an Appointment Request Submission
Only Approved Appointment Requests can be Archived 1. Navigate to the Patient Submission 2. Go to Appointments 3. From the Action Colum select the Archive Button in the dropdown. 4. Click the Archive button at the bottom of the dialogue box. ...
Delete an Appointment Request Submission
1. Navigate to the Patient Submission 2. Go to Appointments 3. From the Action Colum select the Delete Button in the dropdown. 4. Click the Send button at the bottom of the dialogue box. Appointment request will be Deleted
Update an Appointment Request Submission
Only Pending Appointment Requests can be updated 1. Navigate to the Patient Submission 2. Go to Appointments 3. From the Action Colum select the Update Button in the dropdown. 4. Update the appointment request on the dialogue box 5. Click the Save ...
Approve an Appointment Request Submission
Only Pending Appointment Requests can be Approved 1. Navigate to the Patient Submission 2. Go to Appointments 3. From the Action Colum select the Approve Button in the dropdown. 4. Click the Send button at the bottom of the dialogue box. Appointment ...
Submitting an Appointment Request
1. Navigate to the Patient Submission 2. Go to Appointments 3. Select the Setting icon and from the action dropdown select Live. Note - This will take you to the "Appointment Request" form Patients can also access this form from your website ...
View an Appointment Request Submission
1. Navigate to the Patient Submission 2. Go to Appointments 3. Select View Appointment - User can view the submission details
Delete Block Availability for Available Appointment Times
1. Navigate to the Patient Submission 2. Go to Appointments 3. From the Admin Icon select Settings 4. Scroll down to the Block Schedule Section and select Delete in the action column 5. Click the Delete button at the bottom of the dialogue box. ...
Edit Block Availability for Available Appointment Times
1. Navigate to the Patient Submission 2. Go to Appointments 3. From the Admin Icon select Settings 4. Scroll down to the Block Schedule Section and select Edit in the action column - Update date and time range 5. Click the Save button at the top of ...
Add Block Availability for Available Appointment Times
1. Navigate to the Patient Submission 2. Go to Appointments 3. From the Admin Icon select Settings 4. Scroll down to the Block Schedule Section and select Add in the action column Note: User can select a specific location to block specific calendars. ...
Delete Appointment Types
1. Navigate to the Patient Submission 2. Go to Appointments 3. From the Admin Icon select Settings 4. Scroll down to the Appointment Types Section and select Delete in the action column 5. Click the Send button at the bottom of the dialogue box. ...
Edit Appointment Types
1. Navigate to the Patient Submission 2. Go to Appointments 3. From the Admin Icon select Settings 4. Scroll down to the Appointment Types Section and select Edit in the action column 5. Update all applicable information. Interval in Minutes will ...
Add Appointment Types
1. Navigate to the Patient Submission 2. Go to Appointments 3. From the Admin Icon select Settings 4. Scroll down to the Appointment Types Section 5. Enter all applicable information. Interval in Minutes will allow you to customize time intervals ...
Manage Appointment Availability Schedule
1. Navigate to the Patient Submission 2. Go to Appointments 3. From the Admin Icon select Settings 4. Navigate to the Availability Table - Available column toggle active or inactive if practice has availability those days. - Set Start and End time ...