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 Practice Settings
- Navigate to the Practice Settings section in your account.
Step 2: Open Appointment Settings
- Select Appointment Settings from the available options.
Step 3: Edit Appointment Types
- Locate the list of appointment types.
- Click the Edit button for the appointment type you want to modify.
Step 4: View Bookable Clinicians
- A pop-up screen will appear, showing the clinicians associated with this appointment type.
Step 5: Adjust Clinician Availability
- To make changes:
- Disable the Toggle: Ensure the toggle is off for clinicians you do not want patients to book.
- Search for Clinicians: Use the search field to find and select the clinicians you want to make bookable.
Step 6: Confirm Selected Clinicians
- Selected clinicians will appear as badges below the search field.
- Review the list to ensure accuracy.
Step 7: 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 for assistance.
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