Service Line Setup
Setup Tab > Public Booking Site Age Restrictions
Public Booking Site Age Restrictions: Some service line's may have age restrictions. For example, Pharmacies can only administer the flu vaccine to patients over the age of 5. There is a setting in the service line setup to trigger an alert if the ...
Drugs Tab > Automatically Add Drug(s) To An Appointment
Automatically Add Drug(s) To An Appointment: This will be especially useful for service lines such as Shingles and Flu where you are going to be using the same vaccine repeatedly. How it works: - Under the Setup menu > Service Line Setup > Drilled ...
Setup Tab > Default Appointment Status
Default Appointment Status: There is a preference to have your appointments come in as either confirmed or unconfirmed by default. There is a reminder email setup by default to go out before the patients appointment requesting that they confirm. If ...
Reports Tab > Edit Action Plan Recommendation Defaults
Setup - Edit Action Plan Recommendation Defaults: Recommendations are included in the action plan, which is the report that is generated at the end of any Health Clinic or Travel Appointment. Detailed recommendation defaults can be stored in the ...
Charges Tab > Appointment Fee and Group Rates
Appointment Charge: The appointment charge is configured separately per service line and can be added to the patient's appointment automatially upon booking. This needs to be setup in advance of booking appointments, and is done in the Service Line ...
Setup Tab > Public Booking Advance Notice
Public Booking Advance Notice There is a preference in the service line setup to manage how much advance notice is required for patients booking appointments online. This is done Under the Setup menu > Service Line Setup > Within any Service Line > ...
Setup Tab > Display Daily Observation Required links in Appts
Display Daily Observation Required links in Appts: There is a service line preference to specify if you would like to keep track of which patients still require an observation to be entered after injection, along with how long they have been waiting. ...
Setup Tab > Use Digital Consent & Summary Report Always
Use Digital Consent & Summary Report Always: If digital signature is not obtained, consent options and signature fields will be included. Explained: This means that you always want to use the Digital Consent & Summary Report (instead of the ...
Setup Tab > Prompt for Consent and Digital Signature
Prompt for Consent and Digital Signature: Included in link from confirmation email. Explained: Use this preference if you want to prompt the patient for a digital signature in advance while they are filling out their health profile from the link in ...
Follow-up Tab > Follow-up Appts Block Public Booking Hours
Follow-up Appts Block Public Booking Hours This is a preference you can use to specify whether or not follow-up appointments for a certain service line should block public booking hours or not. (ie: You have an injectionist who does the follow-up ...
Follow-up Tab > Questionnaire Preferences
Service Line Follow-up Appt Questionnaire Preferences: There are 2 preferences the specify how the online booking / follow-up questionnaire should react to follow-up appointments. How it works: Go to the Setup Menu > Service Line Setup > Click into ...
Prescription Tab > Prescription Addition
Prescription Addition The 'Prescription Addition' button can be found on the prescription tab of any appointment. It is meant to be used when you want to add something to the prescription that is not already in your drug database. How It Works: > ...
Monitoring Tab
Monitoring The monitoring feature allows you to follow-up with your patients after completing their appointment, through a schedule of emails, that contains a link for them to fill out the monitoring questionnaire. The monitoring questionnaire can ...