System Administration & Setup
To configure the Online Booking functionality, you will need:
- A link to your organisation's public privacy policy (or any other key policies you wish new patients to see)
- One or more appointment statuses that act as "Unconfirmed". We recommend configuring a new status, Requested. See Set Up Appointment Statuses
- One or more appointment types with the option Online Booking enabled. See Appointment Types.
- One or more calendar views for the Providers who will be available for Online Booking. See Setting Up a Provider Calendar
- Appropriate calendar sessions for those providers and appointment types. See Calendar Sessions
- Your phone number and address available in the Location configuration.
- Optional: A google maps API key (for display of map images). See Global Settings
- To configure appointment booking fees, see Online Payments with Stripe
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 |
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.
