Preferences
Branch Preference: Book Follow-up Appointments 'Automatically'
Branch Preference: Book Follow-up Appointments 'Automatically': If this is checked on you will have the option to book all follow-up appointments 'automatically' at the time you add the initial dose of a multi-dose vaccination to an appointment or ...
Branch Preference: Use Billing System
Use Billing System: If this is checked Off the billing tab and miscellaneous items will be hidden. - If you are not planning to use our billing system to generate an invoice, this is a preference to turn it off. It affects the billing tab and ...
Branch Preference: Display User Schedule(s) on Day View
Display User Schedule(s) on Day View: Explained: This is a preference to display the user's daily schedule on the day view on the right side under the filter. This makes it easy to see who is scheduled for the day at a glance. If you would like to ...
Branch Preference: Track Drug Inventory & Dispensing Details
Track Drug Inventory & Dispensing Details: If this is checked off drug inventory tracking will be unavailable and you will not be prompted for the dispensing details or a password upon dispensing. Explained: Dispensing drugs out of another ...
Branch Preference: Include Drug Instructions on Consent Form
Branch Preference: Include Drug Instructions on Consent Form If this is checked on drug instructions will appear on the consent form. Explained: There is a preference to include the drug instructions on the consent form. If you would like the drug ...
Digital Signature
Digital Signature: This will allow you to go paperless and save the hassle of printing a consent form and having the patient sign it during the appointment. How it works: - There is a consent form page that will be presented to the patient while ...
Branch Preference: Display 'Link to Questionnaire' after online booking
Display 'Link to Questionnaire' after online booking: If this is checked on the link to questionnaire from the confirmation email will be displayed on the thank-you page after a patient has completed booking an appointment online. Explained: There is ...
Branch Preference: Digital Signature for Walk-in Appointments
Digital Signature for Walk-in Appointments: If this is checked on the patient will be asked to review the consent form and submit their digital signature while booking their appointment through the walk-in site. (Also available for online booking, ...
Branch Preference: Rescheduling & Canceling Options
From the link in their confirmation email(s), allow patients to reschedule & cancel appointments: You have the option to allow patients to reschedule and/or cancel their own appointments online, and a timeframe of allowance for each. By default, from ...
Branch Preference: Short Internal Booking Process
Short Internal Booking Process: If this is checked On the 'Patient Info' and 'Online Booking Questionnaire' steps will be skipped while booking appts internally. - The 'online booking questionnaire' and 'patient profile' will automatically be ...
Branch Preference: Assigning Appointments to Users
Branch Preference: Assign Appointments This feature is off by default. Select 'automatically' to have appointments assigned to a scheduled user with available hours automatically upon booking. Select 'manually' to have the option to assign ...
Branch Preference: Include Service Line Name on Prescription
Branch Preference: Include Service Line Name on Prescription If this is checked on the service line name will be included in the header of the prescription. Explained: There is a preference to include the service line name in the header of the ...