Guide to Using "Next Available Appointment"

What is it?

A quick way to find availability across multiple diaries in multiple locations

Why use it?

  • Save time when searching for appointments
  • See availability quickly and easily across the entire team.
  • See availability quickly and easily across all locations 

Set Up

If you have a single-site practice the only thing you have to do is associate your clinicians with the treatment/appointment types that they offer. To do this go to Settings->Scheduling, click "Edit" by the appropriate appointment and specify which clinicians provide the treatment. 

If you have a multi-site practice you also need to make sure that you have timetabled when and where you and your team will be working. This article explains more about Timetabling.

Getting Started

Click on "Create" and then "Appointment"

then just specify what type of appointment or treatment you want to book and click on the "Find Next Available Appointment" at the bottom of the screen and you will see a list of availability. 

To choose a slot just click on "Select". You'll then be taken to the diary where you can save the appointment and finalise the booking.

Troubleshooting

If you don't see any availability, please check the following:

  1. Ensure that the appropriate clinicians are associated with the Appointment Type that you are searching for. Do this by going to Settings->Scheduling and clicking on Edit
  2. If you have a multi-site practice please make sure that you have set up your timetable. This article explains how you do this - Guide to Timetabling

Related Content
Diary
Settings

 

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