Self-scheduling allows you to invite patients to schedule their own appointments ahead of time. Once invited, patients can select which available time slot 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 only limited 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.”

In the resulting pop-up you can manage the following options:

  • Choosing whether you want to enable or disable self-scheduling. If you disable the feature, patients won’t have the option to self-schedule appointments.
  • The maximum number of daily free time slots that will be displayed to patients (1 – 15, or unlimited). This lets you choose how many appointments patients are able to see when they are self-scheduling. If you choose “unlimited”, patients can view all available time slots in your week.
  • How far into the future you would like to accept self-scheduling appointments. This allows you control over your schedule and determines how far in advance patients can self-schedule appointments, up to a maximum of four weeks.
  • The duration of appointments. Appointments can be as short as 5 minutes or as long as two hours.

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, start by heading to the patient’s chart. Next, click on the gear icon in the upper right corner, then select “Invite to Self-Schedule.” In the resulting pop-up, select the doctor responsible for the appointment, the email address you would like to send the invitation to, and write a short accompanying note.

The patient will then receive an email with a link to a list of available appointments in the coming days or weeks as determined by your preferences. Once a patient selects a time slot, you will receive a confirmation email, and the appointment will then appear in your calendar and on your chart.

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