Create and update a Practitioner's schedule.
| Note | Make sure you have first created at least one Schedule Type to book appointments with a practitioner. |
Where is it?
Navigate toSettings > Staff section> Practitioner.
Click next to the user and select the Availability tab.
| Shortcut | Practitioner menu from the Schedule: |
How to create Availability
The standard availability reflects a practitioner's recurring schedule on a weekly basis based on the Start date.
Selecting provides options to Edit, Clone or Delete a created schedule.
Click on 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.
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. |
Step 2
Create availability by selecting which slots on the grid apply:
| 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.
To create a daily override, select found on the top-right.
Selecting 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)
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:
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.
| 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) |