Appointments & Calendar
Appointments > Day View
Day View The day view display's all of your appointments for a specific day. Calendar increments: Can be adjusted in the Setup menu > Branch Preferences > Preferences tab. Display between: By default hours between 7am-6pm are displayed, this can ...
Booking an Appointment Internally
Booking an Appointment Internally ie: for walk-ins, or patient calls to book over the phone. For a new patient, their name, email (or phone number) and DOB are the only fields that are required to create a new patient record. The option to enter ...
Marketing - Print Orders
Marketing - Print Orders: Advertising your new services are an important part of planning for success. In our Print Order system we offer creative templates that we will customize for you. We will input your logo, contact details & public booking ...
Appointments > Calendar
Appointment Calendar This is your homepage and the best way to get a quick overview of what you are offering for the month and how the appointments are filling up. Public Booking Hours: Days in white are open to the public for booking appointments. ...
Appointments > List View
Appointment List View The appointment list view lists all of your appointments with many additional details that can be seen at a glance. - Found under the Appointments Menu > Appointments List. - You can search on a specific date range, appointment ...
Duplicate Appointment
Duplicate Appointment: This feature can be used anytime you need to duplicate an appointment. For example, if the patient wishes to defer a drug to a later date, you can use the duplicate appointment button to carry over all of the appointment ...
Remote Consultations
Remote Consultations: Due to additional knowledge required for some service lines or if you don’t have prescribing authority, it may be necessary to perform the consultation remotely via video conference with a specialist (ie: Travel ...
Appointments > Group Booking
Group Booking Group bookings are appointments that have been booked together. This can be done by the patient on the public booking site (up to 8 patients at a time) or booked internally by adding any number of patients to the selected patients' ...