What is a Healthcare Service?
A healthcare service template is how you create pre-defined services that your organization offers. While appointments can be created without one they are very useful as they determine the appointment's length and provide a clear name for the service.
How to Create a Healthcare Service?
- Go to Settings -> Service Templates
- Click New Healthcare Service
- Enter your new service's name in the Name field
- The name field is the only required field however it is recommend that you review the following fields:
- Duration (in minutes) - This sets the default appointment length for this service (by default it is 30 minutes)
- Type of Client - This controls if the service is available for New or Existing clients when online booking is in use
- Price - Sets the default price for the service which will be used if utilizing our healthcare service based billing.
- The name field is the only required field however it is recommend that you review the following fields:
- Click Create Service
All Fields
Name
This is the name of the healthcare service that will appear on the platform both for providers and clients.
Service Type
Selectable service type to define the category of service (ex. Family Counselling/Therapy, Generalist Counselling). This is not viewable.
Duration (in minutes)
The duration of the service which will determine the default appointment length.
Type of Client
Used for determining if the service can be booked by New, Existing or Both types of clients through the online booking feature.
Specialty Billing Code
Not currently in use.
This will select a specialty billing code from the fee program selected in the insurer dropdown.
Insurer
Not currently in use.
This dropdown selects a fee program.
Price
Default price which will be used when using the healthcare service billing.
Description
A short description of the service which will appear on the online booking page.
Colour
Sets the colour that appears on left edge of the appointment on the calendar (screenshot below).
Online Booking
Enable for Online Booking
Enables this service for direct booking through the online booking feature
Auto Approve
Enables booking requests to be auto approved and added to the calendar. Otherwise they will appear under Appointments->Request.
Appointment Buffer Hours
Sets a buffer between appointments when booked through online booking.
Allow Clients to select a provider
When enabled, it will allow clients to select the provider they would like to book with instead of having access to all available appointment slots.
Pre-fill provider by last appointment
When enabled, existing client's will see available slots for the provider they last had an appointment with.
Existing Client Booking
Enable for Patient Portal
Enables this service to be booked through the client portal.
Allow rebooking with primary provider(s) only
When enabled, allows clients to only book with providers they have previously booked with.
Cancellation
Enable Client Appointment Cancellation
When enabled, allows clients to request to cancel their appointment. These request will appear within Appointments->Requests
Cancellation Time Policy (in hours)
Sets how close to the appointment start time the client is able to request to cancel the appointment.
Appointment Preparation Instructions
Appointment Preparation Instructions
Here you can add appointment specific preparation instructions. This can be added to notifications by adding the {{appointment_prep}} wordbank tag.