How to Configure Bookable Clinicians in Appointment Types

To ensure that only specific providers appear during patient self-scheduling, you can configure which clinicians are bookable for each appointment type. Follow these steps:

Step 1: Access the Appointment Settings Screen

Navigate to the Practice Settings section in your account.
Select Appointment Settings from the available options.

Step 2: Edit Appointment Types

Locate the list of appointment types.
Click the Edit button for the appointment type you want to modify.

Step 3: Locate Bookable Clinicians

A pop-up screen will appear. In the bottom-right area, you will find the section dedicated to bookable clinicians.
In smaller screen resolutions, this might be hidden under a scroll.

Step 4: Adjust Clinician Availability

To make changes in the bookable clinicians, we have three toggles:
1. All clinicians: When on, this toggle ensures that all clinicians available in the practice are available.

Patient assigned clinician: This toggle ensures that only the patient assigned clinician is available for the appointment.

Selected clinicians: This option enables the Search clinicians field, in which you are able to select the clinicians you desire to be available. To remove a clinician, just select the X button at the right of his name.

Step 5: Save Changes

Once you’re satisfied with the selections, click Save.

Apply to All Appointment Types

Repeat these steps for all relevant appointment types to ensure only the desired clinicians are visible to patients during self-scheduling.

Need Help?

If you have any questions or encounter issues,feel free to email us at help@sigmamd.com for assistance.