Now that your Patient Portal is ready to go live, it's time to learn about Schedule Types, Practitioner Availability and How Patients can create a login for your portal.
1. How to Create a New Schedule Type
Schedule Types provide a variety of assignable schedules to practitioners. They are used to link the practitioner to the products and services they will show in the portal for patients to book online.
Step 1
Navigate to Settings>Schedule & Holidays section>Schedule Types.
Step 2
Select New Schedule Type.
Step 3
Give your Schedule Type a Code (Optional) and a Name and click Save.
| Note | The remaining fields are optional but we suggest you fill in as many as you see fit. |
Learn more about the individual fields
| Code |
Codes are not required to be entered but can be used if preferred. |
| Name |
Enter a title for the Schedule Type |
|
Clinic |
If in a multi-clinic setting, you may select to allow this schedule type to be used in any or a specific clinic. |
|
Default Duration |
Select the default duration that will apply to appointments booked without products or services used. Otherwise, a product or service's default duration will override the schedule type's set duration. |
|
Allowed Conflicts |
Select whether this schedule type will allow more than one appointment booked at the same time. Otherwise, an override will be required by the user creating the appointment. |
|
Allow Telehealth Appointments |
If using Telehealth, select whether or not this schedule type will be applicable for booking telehealth appointments. |
|
Background Color |
Select a colour by preference to distinguish one schedule type from another visually. |
|
Font Color |
If selecting a very dark or blank background color, it is recommended to adjust the font color to prevent the text displayed on appointments to blend in. |
Your Schedule Type has now been created.
Learn How to Set up Schedule Types & Colour Code Your Schedule
2. How to Assign Schedule Types
Follow these steps to add Schedule Types to the Practitioners Profile.
Step 1
Open the Practitioner profile. Go to the Availability tab and open one of the availability records by clicking the button and select Edit from the dropdown menu.
Select the Edit icon to be directed to a list of Schedule Types.
Step 2
Select the Edit icon to be directed to a list of Schedule Types.
Step 3
Select an item from the list of Schedule Types under the Available section that you want to be be attached to the Practitioner. Then select +Add.
It will move down to the bottom of the popup section under "Added" and then select Save.
Repeat these steps for each Schedule Type you want to add.
Step 4
Delete the Default Schedule Type from the list
3. How to Set Up a Practitioners Availability
After assigning schedule types to a Practitioner, you will now need to set up the Availability.
Step 1
Navigate to Settings>Staff>Practitioners
Step 2
Select Open next to the Practitioner name.
Step 3
Select the Availability tab and click +Add next to set the Standard Availability.
This is the availability the staff member will be working Monday to Sunday.
OR edit an existing Availability record by clicking the button and selecting Edit.
Step 4
Select a Start Date (the first day applicable to this schedule)
| *Important: An End Date is not required for a regular ongoing daily schedule |
Step 5
Within the Practitioner Availability, under Schedule Availability select the Schedule Type from those added then click the blocks of available time indicating the start and end days/times.
| Important: Only select one schedule type to build the availability |
Tip |
To select a whole row or block of time click on the first time block, hold down the shift key and click the last time block. The whole area within that space will be highlighted. Do the same to remove highlighted blocks. |