Self-Scheduling

Self-scheduling allows you to invite patients to schedule their own appointments ahead of time. Once invited, patients can select the time slot that works best for them, and the appointment will be confirmed in your calendar.

Self-scheduled appointments work in tandem with regular bookings and are automatically checked to ensure that they don’t clash with any other existing appointments.

This feature isn’t limited only to doctors; any user, including administrative staff and nurses, can enable self-scheduling.

Managing Self-Scheduling Dates and Time Slots

To set and manage self-scheduling dates and time slots, navigate to your calendar, click on the gear icon in the upper right corner, then select “Patient Self-Schedule Settings.”

Here you can manage the following options:

• Enable or disable self-scheduling: Turn the feature on or off. If disabled, patients won’t be able to self-schedule appointments.
• Limit visible time slots: Choose the maximum number of daily time slots patients can see (1–15, or unlimited). Selecting “unlimited” shows all available time slots for the week.
• Set scheduling range: Decide how far into the future patients can book, up to four weeks in advance.
• Adjust appointment duration: Set appointment lengths from 5 minutes to 2 hours.
• Add buffer times between appointments: Automatically block a set amount of time before and after each appointment to prevent back-to-back bookings. The buffer time won’t appear to patients, but ensures your schedule includes built-in breathing room.

Once you’re happy with your selection, click “Save Changes” and the settings will apply to all future self-scheduling appointments.

Inviting Patients to Self-Schedule an Appointment

To invite a patient to self-schedule an appointment:

• Head to the patient’s chart, click the gear icon in the upper right corner, then select Invite to Self-Schedule

• Choose the doctor responsible for the appointment and the email address you’d like to send the invitation to
• Optionally, write a short accompanying note
• Finally, check the box next to the preferred delivery method–either by email or SMS

The patient will receive a message with a link to their available appointment options for the coming days or weeks, based on your self-scheduling settings.

Once the patient selects a time slot, you’ll receive a confirmation email, and the appointment will automatically appear in both your calendar and the patient’s chart.