How to Set Up Products and Services for the Patient Portal

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Products are linked to Schedule Types that will allow them to be displayed per location and per practitioner(s) that are attached to the schedule type.

Use the 'Apply to Schedule Types' filter to allow patients to book select services from a practitioner in the portal.



Settings > Products & Services




You must select the Product & Service items you want to show in the portal. 




1. First, Open each of the Product & Service Items that you would like to be displayed in the patient portal. Remember, these are services that you would like patients to book online, information displayed on the service may be displayed through the patient portal.


2. Set the “Book from the Portal” option to Yes.


3. Apply to Schedule Types: Attach the schedule type that has been assigned to the Practitioner who will be booking the item in the Portal.

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