Define Appointment Types

Location: Admin

An appointment type defines the service/action that will occur in the appointment. For example: Routine Exam, Colonoscopy, Medication Check, Lunch, Meeting, etc. When an appointment is scheduled an Appointment Type is selected.

To add a new appointment type:

1.Click MENU > Admin > Scheduling > Appt. Types.

2.Click New Appt. Type.

3.Enter Name.

4.Enter Default Duration in hours/minutes.

5.If patients should be able to view/select this type of appointment, check Patients can View/Select. Note: to use this feature it must first be enabled in the Scheduling > Rules tab.

6.If you're using patient Appointment Reminders and don't want to send a reminder for this appointment type, check Don't send reminders for this type of appointment.

7.If you're using patient Appointment Reminders and want to change the reminder script for this appointment type, select the script to use for each reminder method you have configured in Reminder Rules. Otherwise, the default Updox script will be used.

•Email

•Home Phone Voice

•Cell Phone Voice

•Text

8.Click Save.

To change an existing appointment type:

1.Click appointment type to change.

2.Enter changes.

3.Click Save.

To delete an existing appointment type:

1.Click appointment type to delete.

2.Click Delete this appointment type.

3.Click Save.