Having preset appointment reasons and durations can be extremely time-saving for busy clinics, especially when scheduling for multiple healthcare providers. For instance, not all of them see patients for the same reasons as others, or they may not need as much time to complete their meetings/consultations.
Appointment Reasons and Durations - Instructional Video
Features covered in this article include:
Option 1: Add an Appointment Reason
Option 2: Edit or Remove Appointment Reasons
Add an Appointment Reason
Step 1 - From the left-hand navigation bar, tap 'Clinic', then select 'Appointment Reasons'.
Step 2 - If you are logged in as a Clinic Admin, select the correct healthcare provider's name from the 'Providers' drop-down list. Healthcare providers will not see this drop-down, however will skip to 'Step 3' to set their own appointment reasons.
Step 3 - A list of default appointment reasons will show. To add to the list, click 'Add Reason' at the bottom of the screen. Note: The appointment duration time may be overridden at time of booking.
Step 4 - Type in an 'Appointment Reason', then select an 'Appointment Duration' from the drop-down list.
Step 5 - Once completed, click 'Add Reason'.
Edit or Remove Appointment Reasons
Step 1 - Click the three dots (...) beside the appointment reason you wish to Edit or Remove.
Step 2 - Select either 'Edit' or 'Remove'.
- After 'Editing', click 'Save'.
- After 'Removing', click 'Remove Appointment Reason'.