- ▼ Installing & Upgrading
- ▼ Accounting & Invoices
- ▼ Inventory & Stock
- ▼ Patient Management
- ▼ Email System
- ▼ Calendar & Bookings
- ▼ Online Booking & Cloud Features
- ▼ SMS & Email Reminders
- Health Funds
- Health Fund Items
- Medicare Benefits Schedule Items
- Setting up new users
- Managing the entire practice
- Keeping all computers synchronised
- Resolving conflicts
- Using rooms & locations
- Runing reports
- ▼ 3rd Party Integration/Plug-ins
- Backing my data
Using Rooms & Locations
Rooms & Locations are important if:
- Your practitioners do not practice from the same room all the time
- Your practice has less rooms than practitioners
- Bookings revolve around room vacancies rather than practitioner availability
- You want to allow online booking for multiple practice locations for the same practitioner
Setting Up Rooms
Open the administration screen 'Administration/Practice Details' and click on the 'Rooms & Locations' tab.
Click on the 'Add New' button at the bottom and fill in the details. You can create a new room in your main practice, or a new physical location for another practice you may work at during the week.
When booking a new appointment in the application you will need to assign it a Location.
On the main calendar you can view appointments by practitioner as well as by room.
Working With Locations For Multi-Site Practices
If you have set up your locations as physical practice locations instead of rooms (or as well as rooms) then you can tie them to your online bookings through your work hours.
For example, if you work from "Warringah Health Centre" on Monday, Tuesday and Wednesday but work from "Warringah Podiatry" on Thursday and Friday you can set this up through 'Appointment Types' linked to your work hours.
Open the 'Administration/Practice Details' menu and click on the 'Rooms & Locations' tab. Click the 'Add New' button at the bottom and enter the details of the practice's physical location.
Open the 'Administration/User Details' menu and double click the user you want to apply the locations to. Click on the 'Appointment Types' tab, then click on the 'Add New' button at the bottom to create a new 'Appointment Type'.
Click on the 'Work Hours' tab and click the 'Edit' button to assign the 'Appointment Type' to your work hours.
When your patients book online they will be able to select the practitioner in 'Step 1' and then the appointment type in 'Step 2'. The different appointment types will only allow bookings to be made against their location. Also, as the appointment types were assigned to work hours the different locations will only be available on certain days.