Creating, customizing, and managing appointments, diaries, and booking rules.
Although appointment rules are simple when considered individually, they can become complicated when used together, making the results harder to understand. This article clearly explains the purpose of each trigger field so that, when these settings are used together, you can achieve the desired result for when a contact rule sends a message. If a […]
Time is a valuable resource for any business and the following settings are essential for controlling how appointments are offered to patients and scheduled within the clinic.
Since build 1104, it’s possible to include custom fields in appointment reminders and other patient contact rules. You’ve probably already used the standard merge codes such as <AppDate>, <AppTime> and <AppStaff> which are accessible from the INSERT… drop down menu on the screen where you enter the message text. Here are some other advanced codes […]
You may have noticed that when you try to print preview the diary for a long day (i.e. 08:00 to 20:00) that the print preview will automatically increase the time interval periods to sometimes 30 minutes. This can happen in particular if you use 15-minute intervals or less. This means that the appointments will begin […]
To create an Appointment Booking Rule, please follow the steps below: Open ClinicOffice Open the Patient Contact Centre (located at the top under the patients button as a drop-down)
When you synchronise appointments between ClinicOffice and Google, all the appointments in ClinicOffice get tagged with a unique ‘Google-ID’ and all the appointments in Google get tagged with a ‘ClinicOffice-ID’. This is what enables the two systems to link the appointments together. However, when you delete an appointment from Google Calendar, it is completely deleted… […]
If you use smaller diary intervals (e.g. 5, 10 or 15 minutes) then you may notice that when you go to Print Preview the diary, the time intervals have been changed (typically to 20 or 30 minutes). This happens because the diary control tries to fit the printout on ONE page, so it automatically adjusts […]
To create an SMS appointment reminder follow the steps below :- 1) Open ClinicOffice 2) Open the Contact Centre – located under the patient drop-down button (Top Left) 3) Click New Rule 4) Select Appointment Reminder 5) Give the new rule a name and if you wish a description 6) For […]
ClinicOffice allows you to decide whether to show or hide cancelled appointments. Most of the time, it’s usually best to hide cancelled appointments because when you’re scanning through the diary to find a free slot, having cancelled appointments visible can confuse matters. At other times however, you may want to include cancelled appointments in the […]
Let’s say for example that a member of staff is going on holiday for a week. Here are a couple of different methods of booking this into the diary. [METHOD 1] Blocking out the Holiday with a ‘Quick Appointment’ This is the recommended method of booking holidays or time off. This provides a very clear […]
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