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You need Admin privileges to complete this function. |
Define Scheduling Rules
Location: Admin
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You need Admin privileges to complete this function. |
Basics
To define your scheduling rules:
1.Click MENU > Admin > Scheduling > Rules.
2.Select your Time Zone.
3.When adding, changing, or deleting an appointment you can optionally send a notification to the patient by checking the Send created/updated notification checkbox on the appointment detail screen. By default this field is unchecked. To change the default value to checked, click the Send created/updated notifications by default checkbox on this page.
4.If using the Updox Patient Portal and you want patients to view and/or confirm their appointments, check Patients can view/confirm appointments.
5.Select the direction(s) for syncing the calendar between this application and your EHR system (by checking the applicable box(es).
•Sync calendar from EMR into Updox
•Sync calendar from Updox into EMR
Patient Self Scheduling
If you want to enable a patient to manage their appointment schedule through the Updox Patient Portal complete the following settings.
1.To turn on the patient self-scheduling feature, check Patients can schedule appointments and ….
2.In Must schedule at least, select the minimum about of time a patient can schedule in advance of the appointment. The choices are:
•Immediate
•1 hour
•4 hours
•8 hours
•12 hours
•24 hours
•48 hours
•1 week
•2 weeks
•1 month
•3 months
3.In Can schedule up to, select the maximum about of time a patient can schedule into the future. The choices are:
•1 week
•2 weeks
•3 weeks
•1 month
•3 months
•6 months
•9 months
•1 year
4.In Appointments are, select how appointment requests from the patient are handled by the practice. The choices are:
•Are automatically accepted
•Are held until approved
5.In Can reschedule/cancel up to, select the minimum amount of before an appointment that the patient can reschedule or cancel. The choices are:
•1 hour
•4 hours
•8 hours
•12 hours
•24 hours
•48 hours
•1 week
•2 weeks
•Never
6.In Instructions, enter information to display to the patient in the Make an Appointment section of the Patient Portal.
7.Click Save.
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