Appointment, Availability, and Recall Types

Appointment type

Adding a new appointment type

Click Utilities

Click Company Master and then Appointment Types. On this screen, you can view and edit already existing appointment types. 

Click New Appointment Type in the top right corner.

Enter the appointment type details.

When an appointment is scheduled, the Intake and Consent Forms selected for that appointment type will automatically be selected and sent when scheduling the appointment. In addition to this, the forms will be automatically sent to the patient when the appointment is scheduled through the patient portal. 

Select the Consent Forms drop-down menu. 

Select as many Consent Forms as you need to be linked to the appointment type.

Select the Intake Forms drop-down menu. 

Select as many Intake Forms as you need to be linked to the appointment type.

The Intake and Consent Forms will automatically be attached and sent to the patient once the appointment type has been selected within the appointment screen. Click here to learn more!

Users can now customize appointment types to collect patient copays / deposits during self-scheduling or appointment check-in, streamlining financial management.

When viewing an appointment type, select from the dropdown if you want to charge patient copays / deposits during self-scheduling through the Patient Portal or at patient check-in. When this setting is toggled to either Self Scheduling or Check-In, patients will be charged their copay if they choose a case with a copay for the appointment. 

Choose from the Self-Pay Cases dropdown menu how you would like to collect deposits for patients with Self-Pay cases.

You have three options to select from:

Auto-Post to Patient Funds 
Choosing this option will automatically create a patient fund when patients with a Self-Pay case submit payment at Self Scheduling or Check-In.
Create Unposted Patient Payment 
By selecting this option, an unposted patient payment will be created and added to the unposted patient payment section when patients with a Self Pay case submit payment at Self Scheduling or Check-In. 
Generate Administrative Encounter with Miscellaneous Charge and Payment Auto-Posted 
When you choose this option, you’ll be prompted to select a Miscellaneous Charge from the dropdown menu. This action will generate an administrative encounter with the corresponding miscellaneous charge amount when patients with a Self Pay case submit payment at Self Scheduling or Check-In. 

If you have chosen Auto-Post to Patient Funds or Create Unposted Patient Payment, enter the Deposit Amount patients should be charged for Self-Pay Cases

Click Save.

Payments for patients who have submitted their copay / deposit at the time of Self Scheduling or Check-In will be listed under the Payments tabs in Scheduling when viewing a patient's appointment with a note listing that the payment was submitted at the time of Self Scheduling or Check-In.

All patient payments, including those made in the scheduler, patient bill pay, and billing, will now be listed here. Payments made in the scheduler will display a receipt, while payments made in patient bill pay or billing will not have a receipt attached. 

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Editing Appointment Type

Click Utilities

Click Company Master and then Appointment Types. On this screen, you can view and edit already existing appointment types. 

Click on the appointment type you wish to edit.

Enter the appointment type details and click Save.

Availability type

Adding a new availability type 

Click Utilities

Click Company Master and then Availability Templates.  

Click New Availability Template in the top right corner.

Enter the availability template details and click Save.

Editing availability type

Click Utilities

Click Company Master and then Availability Templates.  

Click on the template you wish to edit.

Enter the availability template details and click Save.

Recall type

Adding a new recall type

Click Utilities

Click Company Master and then Recall Messages

Click New Recall Message in the top right corner.

Enter the recall message details and click Save.

Editing a recall type

Click Utilities

Click Company Master and then Recall Messages

Click on the template you wish to edit.

Enter the recall message details and click Save.

 

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