Web Portal Configuration - Clinicians Settings

Prerequisites

Clinicians' Appointments Schedules have been created: See How to Create an Appointment Schedule

Service Charges have been created: See How to Create a New Service Charge

 

The Clinicians tab is used to configure the clinicians' appointment schedules, service charges, and the classes that will be made visible to patients when booking via the Appointment Booking Web Portal.

webportal_Clinicians

Edit Clinician Settings

Use this window to edit the Web Portal settings for a clinician.

  • Tick the Web Enable setting to indicate that appointments can be booked online with this clinician.
  • You will be able to override the default duration for each provider by setting up the Basic Appointment Settings (Initial and Follow-Up appointments) or activating the Advanced Appointment Settings to include service charges within the Clinic Portal. For more information see: Setting Up Service Charges for the Clinic Portal.

    webportal_cliniciandetails

Add Clinician's Schedules

Use this window to select the clinician's appointment schedules that should be available for online booking.

Note: A clinician's schedules need to be created beforehand so that they are available to select in the Schedule Hours drop-down list.

webportal_cliniciansiteschedule

Add Weekly Classes

Use this window to select the clinician's weekly classes that should be made available for online booking.

Note: Weekly classes will need to be created prior to making them visible online: see How to Create a New Weekly Class.

webportal_clinicianclassschedule