How to add a Practitioner's Availability

  • Updated

Create and update a Practitioner's schedule.


Availability_Alternate_Week_Demo.gif

Note Make sure you have first created at least one Schedule Type to book appointments with a practitioner.

 

Where is it?

Navigate toSettings-Icon.pngSettings > Staff section> Practitioner.

Click Open.png next to the user and select the Availability tab.

 

Shortcut Practitioner menu from the Schedule:    Drop-arrow.png  Availability_Shortcut.png

 



How to create Availability

Availability_Tab.jpg


The standard availability reflects a practitioner's recurring schedule on a weekly basis based on the Start date. 

Selecting  Menu-Icon.png provides options to Edit, Clone or Delete a created schedule.


Click on Add_Link.png to create a new availability

 

Set a recurring daily/weekly schedule Effective (start). End date only needs to be updated when schedule changes or staff member is leaving.


Date_Range.jpg



Step 1

Select which Schedule Type to set the Availability with.
If necessary, use the Edit link next to the heading to add types to the available list.

Note: Only 1 Schedule Type is required to build the Availability. Additional Schedule Types are only needed to tie services to a practitioner for online portal booking purposes.


Schedule_Type_Selection.jpg

Step 2

Create availability by selecting which slots on the grid apply:


Availability_9-6_demo.gif

Tip To select more than a single time slot at once, select the start time, hold down the shift key and click the end time. All the slots within the range will be selected. Select the X to clear the full day of availability.

 

Daily Availability Overrides

Overrides provide the ability to replace any single day of the standard availability.
Any overrides will be labelled by the date it is affecting.


Daily_Availability_Overrides.jpg

To create a daily override, select Add_Link.png found on the top-right.

Selecting  Menu-Icon.png provides options to Edit or Delete a created schedule.

Enter the Date, select a Schedule Type and choose the overriding hours.

Tip To quickly remove a full day from the schedule, select any Schedule Type and Save. This will override the date with no availability, thus visually removing the practitioner from the schedule on that day.

 

Note Daily Availability Overrides will not display in the Practitioner's availability tab if they are for dates that have passed. This is a preventative measure to restrict removing or adjusting overrides for past dates. Any overrides that have been set for past dates are not able to be removed but can be reviewed by toggling the filter to view past overrides.

 

Standard Availability (Multi-Location)


Multiclinic_Availability.gif


If the Practitioner works out of multiple locations, a unique Schedule Type will be created and used per clinic to assign the Availability. The process of creating the availability is the same, except when selecting the slots, you will choose the applicable Schedule Type for that clinic. 


i.e. Location A: Johnathan Wick | Health Islands

i.e. Location B: 30min Acu | Global Office Facility

 

Alternate Weeks


If the practitioner has an alternating schedule - such as working every other Saturday - select the +Alternate Week link to add Week 2, below Week 1 and assign the slots as needed:

Alternate_Week_Example.gif

The system will repeat Week 1, Week 2's availability within the date range assigned.

Customize Portal Availability

By default, all available slots in the standard availability will be bookable from the Patient Portal. If you would like to define specifically which slots the patient's can book in, use the Customize Portal Availability link.

Custom_Portal_Availability.gif

 

Note Each day that has no slots customized will be treated as all slots being available on the portal.
  In the example above, the portal will show Monday, Wednesday and Friday available at 9am, 10am and 11am, while Tuesday and Thursday will have all hours available (9am-12pm, 1-4pm).
  To block out a day, select a time slot on the availability outside of the actual availability (ex. If available Monday from 9am-5pm, select 8am for portal availability)

 

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