This covers the importance of keeping the providers and services up to date for your Online Booking and some features you can utilise.
Amending the provider setup
As providers come and go to your practice you’ll want to keep the Online Booking configuration up to date with who the patients can book with.
The above shows how to add a provider into the New Patient/Existing Patient types of Online Bookings. These are for patients booking through the link on your website. As can you can see you need to set:
The default NHS and/or Private appointment length as well as the service code.
What clinic settings you want it to default to, the three options being:
‘Specific Clinic’ - meaning you can set a clinic that should be in the provider’s diary for the online bookings to go in.
‘All unbooked non-clinic time’ - (recommended) which would allow the online bookings to go in any open time that isn’t zoned out with a clinic.
‘All unbooked time’ - This one allows the online bookings to go in any open time regardless if there are clinic zones there or not.
What confirmation template you’d like to be sent automatically which sends when a patient books online. There will more than likely be one already created for you for email and SMS called ‘OBAPPCON’.
You can have different settings for each service available on your Online Booking website link; see ‘Updating the reasons/services available online’ below for details.
Updating the reasons/services available online
Features you can turn on/off
Ensuring your recall settings are current
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