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.
Upon scheduling an appointment, the system will automatically select and send the Intake and Consent Forms associated with that specific appointment type. Furthermore, these forms will be automatically sent to the patient via the patient portal at the time of scheduling.
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.
Upon selecting an appointment type from the appointment screen, the Intake and Consent Forms will be automatically attached and delivered to the patient. Click here to learn more!
While viewing an appointment type, utilize the dropdown menu to specify whether patients should be charged copays or deposits during online booking, self-scheduling via the Patient Portal or upon check-in. When this setting is adjusted to either Self Scheduling or Check-In, patients will be charged their copay if they select an appointment with a copay.
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
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When patients with a Self-Pay case make a payment at Self-Scheduling or Check-In, selecting this option will automatically generate a patient fund for them.
- Create Unposted Patient Payment
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When patients with a Self-Pay case make a payment at Self Scheduling or Check-In, choosing this option will generate and add an unposted patient payment to the unposted patient payment section.
- Generate Administrative Encounter with Miscellaneous Charge and Payment Auto-Posted
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Upon selecting this option, you will be prompted to select a Miscellaneous Charge from the available dropdown menu. By doing so, an administrative encounter will be generated with the corresponding miscellaneous charge amount. This process occurs when patients with a Self Pay case submit payment at either 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.
When viewing a patient's appointment in Scheduling, payments made by patients who submitted their copay or deposit during Self Scheduling or Check-In will be displayed under the Payments tab. A note will be included indicating that the payment was made at the time of Self Scheduling or Check-In.
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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