Configurable Policies

See also Configuring the online booking website.

At the end of the online booking procedure booking patients can view the practice complaints and cancellation procedures.

From EXACT v12.2 onwards you can customise these Configurable Policies.

To customise the online booking Configurable Policies

Online Booking configuration includes a means of configuring two text areas for display on the booking website.

By default the intention is that at the end of the booking procedure patients can view the practice policies/procedures for Complaints and Cancellations:

However you don't have to call them Complaints and Cancellation - these two text areas are completely customisable - give them ANY headers and ANY content.

To customise these text areas:

1. Select Configure > Online Appointments and select the Web Setup button:

   
   

2. From the Web Setup - Online Bookings window select the Custom Text button to open the Custom Text window:

   

3. Select a tab and edit its Header and Text.

   NOTE: You can use any customisation. For example "Referrals" header and a Referrals policy, or "Additional information" with additional practice information text.

4. Select Save to save all changes.
5. If you Cancel you will be prompted: "Do you want to cancel? All changes will be lost?"