Configuring Recalls online appointment booking

Configuration is per Provider

In the Online Booking Configuration screen a Recalls tab enables configuration per Provider.

Configuration parameters for each Provider include:

• Free Time available for online recall patients (no appointments booked for that period, allowing for online recall patient booking into the free time)
• SMS and Email Confirmation Templates (confirmation of patient booking)

To configure the Recalls appointment Times, Providers and Email/SMS Templates

1. Select Configuration > Online Appointments to open the Online Booking Configuration screen.
2. Open the Recalls tab:

   

   Order of Appointments: In the case of a combined recall, this sets the order of appointments.

   Maximum Minutes between appointments: Determines the gap between multiple appointments, should they be booked.

3. Select the +1 button to open a window in which to configure a Provider for the Recalls online booking:

   

   Provider: Select a Provider for whom you will set up the availability for bookings.

   Note that you can optionally populate these fields by selecting the Copy settings from Provider button and then selecting the other Provider from the popup window:

   

4. Configure the Free time available for Recall online patients.

   Specific clinic: Check (tick) this checkbox if you are limiting online bookings to one specific clinic.

   All unbooked non-clinic time: Check (tick) this checkbox if you are limiting online bookings to all time available outside of clinics.

   All unbooked time: Check (tick) this checkbox if you are limiting online bookings to all free time, whether in or out of clinics.

5. Setup Confirmation Templates (where the patient receives confirmation of the booking) in SMS and Email. Either use the same templates as for other booking types or create templates especially for Recalls online booking. Important: Ensure that you include the [recall.url] merge field, as this is required for the patient to make an online booking. You can either type this in, or select it from the All or Recall merge field lists