Appointments and Scheduling

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How to create a Practitioner Screening log

How to create a Practitioner Screening log You can keep track of your COVID-19 practitioner screening logs within your practice management software. To do this, follow these steps: 1. Go to the "Desktop" area of the system. (If you have just logged in, this will be where you start out, and you can skip this step.) 2. Click on the "Practitioner Screen" button. 3. Verify that the correct practitioner is selected in the drop down menu. (As long as you are logged into your own accou...

How to create a pre-treatment sanitation log

How to create a pre-treatment sanitation log Your practice management system includes functionality to help you keep track of your health and safety precautions. To create a log of your sanitation activities, follow these steps: 1. Go to Appointment > Patient Appointment. 2. Click on the "Activity Log" button. (Below are screenshots for where to locate it on both the clinic and the month view calendars.) 3. If you have multiple therapists, check that the correct one is selecte...

How to send patient intake forms booked and pending appointments.

How to send patient intake forms booked and pending appointments. NOTE: Intake forms require a bit of setup before use. Please follow the tutorial for setting up forms first. (https://www.mindzplaysupport.com/949837-Setting-up-and-using-electronic-intake-forms) It is often convenient for both patient and practitioner to get intake forms filled out electronically ahead of time, prior to the appointment. Forms can be sent to a patient when booking or confirming patient appointments by checking...

How to Confirm a Pending Appointment?

How to Confirm a Pending Appointment? "Once a patient requests an appointment from my website how do I manage it?” You can make your appointment book available for patients to schedule appointments online at their convenience without having to call you to check your availability. Here's how it works... Your online appointment book allows patients to select an available treatment time and submit a request by completing the appointment form and clicking on the Book Button. When a request is s...

Working with your Appointment Book

To review the previous tutorial in this series, click here. (https://mindzplay.ladesk.com/985419-Working-with-Contact-Information) To to back to the start of this series, click here. (http://mindzplay.ladesk.com/768702-System-Orientation) "WORKING WITH YOUR APPOINTMENT BOOK" Welcome to the fifth tutorial in our “Getting Started” series. In this tutorial, you will learn all about the Appointment Book. There are three different ways for you to view your appointment book. You can c...

Working with Open Hour Exceptions?

How to create an Open Hour Exception! To open your clinic for bookings on a day its normally closed, it is possible to create open exceptions on your calendar. These exceptions will allow you to book on both the public and private calendars, on days when the clinic is normally closed. Create Open Hour Exceptions... Create an Open Exception navigating to Website Control >>>User Accounts Then click the Edit icon beside the name of the therapist account you wish to crea...

Working with Closed Hour Exception?

How to create a Closed Hour Exception! Blocked times work well for short, recurring obligations or personal appointments. However, from time to time you need to close the clinic for longer periods of time. When closing your clinic for an extended period of time, the Close Exceptions feature is a quick and easy way to keep clients from booking when your are busy or away from the clinic. To create a Closed Exception... Create Closed Exception navigating to Website Control >>>User ...

Managing patient records

Another tool for managing your clinic’s historical data. How to recover a deleted patient record When deleting patients, you may find that you wish to recover a deleted patient record from time to time. This tutorial will show you the steps to recover a patient record which has been deleted. - First, go to Website Control > Record MGMT - Next, click on the “Patient” tab. - Click on “Clients removed” to open the recovery section if it is not already open. Here you will s...

How To Use Clinic View Shortcuts

The “Clinic” view provides a variety of useful shortcuts. This tutorial will help you to understand the various functions available in this area. Book an Appointment: Opens the appointment window to schedule an appointment. Print Appointments: This will generate a list of today’s appointments for you to print. Only practitioners selected in “show practitioners” will be included in the printout. Show Practitioners: If you are using the Clinic Edition of our software, this button will bring...

How to enter recurring blocked times?

"I would like to enter recurring blocked times in my appointment schedule. How can this be done?" You can enter recurring blocked times in your appointment calendar to accommodate personal time (lunch breaks, personal appointments, etc.) using the "Recurring" appointment feature. Here's how it works... Navigate to the Appointment >>> Block Time Click on the Recurring tab . On the resulting page Using the calendar and the drop down menus , define the booking parameters f...

How to book recurring or standing appointments?

"If a client requests a series of recurring appointment time how do I book it?" You can add recurring client appointments into your appointment calendar using the "Recurring" appointment feature. Here's how it works... Navigate to the Appointment >>> Client Appointment Make sure you are on the Clinic View . You can click on a client's existing appointment, Or click on the Book Appointment button . Click on the Find Client or Create New Account buttons to select or crea...

"How do I book "Over-the-phone" and "In-person" appointment requests?" - Clinic View

The Appointment Section offers a number of calendar driven tools that allow you to schedule and easily communicate patient appointments. Appointments can be scheduled from either the "Monthly" or "Clinic" tabs. Here is how to book an appointment from the clinic view tab. Navigate to Appointment >>> Patient Appointment. If your default view is set to "Monthly" please click on the clinic view tab. Select the desired appointment date .Use the > single-arrows near the to...

"How do I book "Over-the-phone" and "In-person" appointment requests?" - Month View

The Appointment Section offers a number of calendar driven tools that allow you to schedule and easily communicate patient appointments. Appointments can be scheduled from either the "Monthly" or "Clinic" tabs. Here is how to book an appointment from the month view tab. Navigate to Appointment >>> Patient Appointment. If your default view is set to "Clinic" please click on the month view tab, then select the appropriate practitioner from the drop down menu on top of the calen...

"How do I book recurring appointment requests?"

The Appointment Section offers a number of calendar driven tools that allow you to schedule and easily communicate client appointments. Appointments can be scheduled from either the "Monthly" or "Clinic" tabs. Here are the steps to book a recurring appointment. To book a recurring appointment, begin as you would for booking a regular appointment on the clinic or monthly view tabs, and open the booking pop up by clicking on the practitioner name, the book appointment button, or on any given ti...