This article is part of the systems administration guide. You will require administration access to view the pages mentioned in this article.
Calendar Options setup
1. System Administration
2. Appointments
3. Calendar options
Appointment type set up:
1. System Administration
2. Appointments
3. Appointment types
4. Tick Online Booking checkbox
Online Booking Setup Fields
Default Online Booking Status | Allow you to set default online booking status to “Requested” or “Booked”. |
Online Booking User | Allow you to choose user for online booking. |
Online Booking Mode | Online Booking Mode is available in Individual timeslots and Morning/Afternoon Slots:
|
Day Split Time | Allow you to choose day split time. |
| Bill at default location (as per accounting setup)? | By ticking the check box system will allow to bill at default location as per accounting setup. If a user uncheck this box system will bill at at the location in Accounting Setup > Default Location. |
| Booking Fee Strategy | System allows you to set a fixed booking fee for an appointment type or customize through an assessment. |
Disable existing patient form | By tick on Disable existing patient form user can see only new patient registration form. |
Individual Timeslots:
- If you set Online Booking Mode to Individual Timeslots user views appointment availability in individual available format.
Morning/Afternoon Timeslots:
- If you set Online Booking Mode to Morning/Afternoon Timeslots user views appointment availability in the format of Morning and Afternoon.
- Choosing a slot picks the first available appointment time..
Note: you will need to create or update the appointment types you wish to have available for Online Booking.
This can be configured via Appointment Types.
Calendar session types:
You can limit which Appointment Types can be scheduled within each Session Type.
- Under the calendar session Allowed appointment type need to set up appointment type .
- If user does not add allowed Appointment Types then by default it shows up in all the appointment session.
Update an appointment Types can be booked into a Session Type:
- Click Administration.
- Select Appointments from menu.
- Select Calendar Session Types sub-menu.
- Click Show on the session type.
- Scroll down to Allowed Appointment Types section and click Edit.
- You will be presented with a list of appointment types that match the session Category (e.g. Consultation, Procedure and so on).
- Tick the Allowed box to allow users to book type of appointment into the sessions type.
- Click Update Calendar Session Type.
Adding an integrated assessment
For a given appointment type, you may optionally wish to associate an assessment; to pre-screen patients or to capture additional relevant information.
This can be configured via Appointment Types.
Online Booking > Assessments > Dynamically calculate booking fee based on assessment
CareRight supports custom assessments with online booking. For customers also enabling stripe, we now provide two methods of determining a booking fee.
- Fixed
- Assessment based
- After you creating an assessment, you can use Associated assessment name to link with the assessment created.(For more info, please refer here)
This allows you to engage with your patient and provide more accurate up front fee scheduling based on fully customisable criteria, such as:
- Level of cover and expected rebates
- Indicative complexity of treatment needs based on patient health questions & answers
Integrating with your website
Depending on your hosting of CareRight, you may be required to set up a Reverse Proxy. If you have previously set this up for the patient portal, this does not need to be repeated.
The Appointment System takes a number of optional URL arguments.
| URL Part | Description | Where to view this in CareRight? |
|---|---|---|
| location_id | Location Identifier. Passing this in will select the default location. For example, Clintel Clinic | System Administration > Locations |
| appointment_type_id | Appointment Type ID. Passing this will select the appointment type. For example, Telehealth Initial Consult. | System Administration > Appointments > Appointment Types > Edit Check URL for identifier. |
| calendar_view_id | ||
| provider_id | Provider Identifier. Passing this in will default the selected Provider. For example, Dr Smith | Dashboard > Providers |
| layout | Pass 'locked' to hide the search controls |
Example: Here; the book online links refer to the configured CareRight platform. They could be placed on the individual appointment types, or at a location level.
Provider Profiles
A public profile for a provider can be set via Edit a Provider - profile image, biography and more.
Adding redirected URL
When a patient books an appointment through online booking. On confirmation of the booking they can redirect to a page on website instead of the "Done" page.
This can be configured via Appointment Types.
Admin -> Appointment Type -> Any appointment type with enable Online Booking -> Redirect URL after online booking
