July 10, 2020

Tip of the week: appointment types

This week we take a closer look at appointment types. When it comes to automating appointment creation and the check-in process, appointment types do a lot of the heavy lifting.

Tip of the week: appointment types

Welcome to the tip of the week. This week we take a closer look at appointment types. When it comes to automating appointment creation and the check-in process, appointment types do a lot of the heavy lifting.      

What are appointment types?

Appointment types started out as a way to visually arrange the schedule.  When they were first introduced they focused on color-coding and appointment duration. However, today they do oh so much more.

What can they do exactly?

Well, when appointments are created, the appointment type determines what message to send clients in the confirmation and appointment reminder.  In other words, the confirmation message for a surgery can say one thing, while the confirmation message for a wellness visit can say another.  The same thing is true for the appointment reminders.  This ensures that clients are always receiving appropriate instructions for their appointments.

In addition, when an appointment is checked in the appointment types can be used to set a default medical note and bundle.  This reduces the potential for error when checking in an appointment.  And since medical notes and bundles are templates themselves, the protocol for a particular visit can be completely controlled through the appointment.

Lastly, when we introduced online appointment booking, appointment types also played a role in allowing practices to control which appointments clients would be able to book online.  

Very cool!  Where do I set them up?

Appointment types are configured under "configurations" in Settings.  We grouped the various options I described above into one form so that it is easy to configure what each will do.  Here's an example of what a completed appointment type would look like:

A completed configuration for an appointment type

In conclusion...

Appointment types are a fantastic way to streamline the appointment creation and check-in process. They also help people avoid mistakes by defining defaults that would have otherwise had to be memorized.  Since you can create as many appointment types as you like, this powerful tool can be used in many situations.

Cover photo by Steve Johnson on Unsplash