With the Online Booking option, patients can choose the date, time, specialist, and procedures in your clinic, so that the schedule of patients' appointments in Cliniccards is generated automatically.
To set up an online patient appointment in Cliniccards, follow this procedure:
1. Enable the access right Access to online booking settings for the specialist who will set up the online booking. Only the specialist with this access right will be able to proceed to the next steps and will be able to activate the Online booking.
2. Now go to the Settings → Other → Online booking section and toggle the Activate online booking switch to the active position. A special field with a Booking page link will appear below.
3. If necessary, edit the Name and Description of the clinic. By default, these fields use the information from the Clinic profile, but you can change this information on the booking page.
4. Configure the Available slots for the appointment on the booking page. For example, if you set the slot value to 20, the interval for each subsequent appointment will be 20 minutes, i.e. patients will be able to book a visit at: 09:00, 09:20, 09:40, etc. Accordingly, if the slot value is 30, then the interval for the appointment will be: 09:00, 09:30, 10:00, etc.
5. Go to the Services tab. Here you can find a summary table with all clinic participants and the current price list, which allows you to specify the time period that manipulations take for each specialist separately.
To do this, first select the required specialist in the vertical column, and then select the corresponding work in the horizontal column. Now enter the actual number of hours and/or minutes that the manipulation takes. Repeat these steps for all operations and specialists to whom patients can be registered online.
You can set the same online appointment booking settings for specialists of the same specialty. To do this, click the Copy booking services button located to the left of the icon of the specialist whose schedule is used as a basis. Then, in the new window that opens, select the clinic member who needs to set the same parameters and click the Copy button.
Also, if necessary, in the Specialist alias line, you can specify the aliases of doctors (e.g., name or specialty) that will be displayed on the online booking page.
6. Go back to the Online booking settings tab and copy the Booking page link in the last field. This link can be set on the clinic's website or on other online resources where patients can book an appointment. You can also send this link to the messenger or by e-mail.
7. Now, when the patients click on the link, they are taken to the online booking page, where they first choose a specialist, service, and convenient time of the visit from the available options. To book a visit, the patient needs to fill in the required fields:
8. During the online appointment, patients are identified by their phone number. Thus, a visit of a regular (if there is a patient card with the specified phone number) or primary (if there is no patient card with the specified phone number) patient to the specified specialist at the selected time is automatically created in the clinic schedule in Cliniccards. Such a visit contains the note Patient from online booking or Primary patient from online booking and has the status Booked. And the visit window will display the manipulation that the patient has selected for the visit.
Please note! On the Online booking page, you can set up automatic reminders that will notify the administrator of the need to call the patient back and confirm the appointment.
To do this, toggle the Create reminders about online appointment switch to the active position and select the responsible specialist to whom the reminders will be sent.
If necessary, the administrator or other responsible specialist of the clinic can call the patient to confirm the visit and change the status.
