Let's explore how to set up the production calendar for online appointments. Basically, there are four steps to configure the slots for online appointment booking.
Steps
- Step 1: Provider Creation
- Step 2: Configure a Production Type
- Step 3: Set Up Production Calendar
- Step 4: Configure Online Appointment Settings
Let's delve deep into each step.
Step 1: Provider Creation
- Navigate to the System Menu > select Practice Settings > Administration > Users.
- Click +Add New User.
- Enter the mandatory information for the creation of the new user.
- Click Save & Continue.
- Click Edit for Provider Details.
- Select Yes to mark the new user as a provider.
- Enter the mandatory information such as Provider Type, Short Name, Speciality, Max. no of Concurrent Appts. (Concurrent Appointments), and Colour.
- Click Save.
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- The provider will be created successfully.
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Step 2: Configure a Production Type
- Once you have created the provider, you need to configure a production type.
- Navigate to the System Menu > select Practice Settings > Scheduler > Production Types.
- Click +Add Production Type.
- Enter the required details and click Save.
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- The production type will be created successfully.
- Click here to learn more about adding or managing production types in the system.
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Step 3: Set Up Production Calendar
To set up a production calendar, perform the steps given below.
- Navigate to the System Menu > click Production Calendar under Scheduling.
- Click on the Provider Availability tab.
- Select the provider that you created in Step 1.
- Configure the production calendar by the provider. Check this article for more information on production calendar setup.
- Click on the Location drop-down menu and select the location of the provider that you created in Step 1.
- Configure the production calendar by location.
- Ensure that you select the same production type from Step 2 while configuring the location.
- Click Save as New Schedule after configuring the Location and Provider production calendar setup.
Step 4: Configure Online Appointment Settings
Once you have set up the production calendar for location and provider, perform the steps given below.
- Navigate to the System Menu > click Online Appointments under Scheduling.
- Click Appointment Reasons to configure it.
- Click +Add Reason.
- Enter the required details to add the appointment reason. You need to specify the reason for the appointment in simple terms.
- Ensure that you select the Production Type that you made in Step 2.
- Click Save.
- Once you have added the Appointment Reason, you will receive a toast notification stating 'Appointment Reason updated successfully'.
- You will also see the newly added appointment reason listed on the top.
- The configuration is done. The slots will be reflected on the patient portal and will be accessible by patients.
Practices can use this resourceful guide to learn how to configure slots on the online appointment portal by setting up the production type and production calendar.