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?

1. Go to Settings -> Service Templates
2. Click New Healthcare Service
3. 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:
     1. Duration (in minutes) - This sets the default appointment length for this service (by default it is 30 minutes)
     2. Type of Client - This controls if the service is available for New or Existing clients when online booking is in use
     3. Price - Sets the default price for the service which will be used if utilizing our healthcare service based billing.
4. 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.