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Direct Scheduling
Direct Scheduling Configuration
Direct Scheduling Configuration

To complete configuration, your user role must be "Owner" or "Administrator".

Vibhu avatar
Written by Vibhu
Updated over a week ago
  1. Click on "Admin" in the top right. 

  2. Click on the "Direct Scheduling" tile. 

Procedures

Here you'll be able to tell us what procedures you would like to schedule appointments for. 

  1. Toggle the switch to the left of procedure to enable or disable it. 

  2. Select whether the patient is for new patients, existing patients, or both.

  3. Select the duration of the procedure. You can choose 20 - 60 minutes in 5 minute increments. 

  4. You are able to add custom procedures at the bottom of the list if required.

  5. Click "Save and Continue" at the bottom of the page.

Operatory Schedule

  1. Click and drag within the operatory column to define when the operatory is open. 

  2. In the pop-up, you're able to apply the schedule to a single day or multiple days. 

  3. Make adjustments to the start and end time of the operatory.

  4. You are also able to apply the same schedule to multiple operatories. 

  5. Select the procedures that are able to performed in the selected operatory. 

  6. Click "Save".

  7. Click "Continue".

Provider Schedule

  1. Click and drag within the provider column to define when their are available. 

  2. In the pop-up, you're able to apply the schedule to a single day or multiple days. 

  3. Make adjustments to the start and end time of the schedule.

  4. Select which operatories the selected provider has access to. 

  5. Select the procedures the selected provider is able to perform. 

  6. Click "Save".

  7. Click "Continue".

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