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How do I set up a practitioner for Telehealth appointments on specific times or days?

Last updated 09 December 2024 01:59   ∙   ~ minute read
Best Practice - Medical Director (Pracsoft) - Zedmed - Helix - Optomate - HotDoc Calendar

Question

How do I set up a practitioner for Telehealth appointments on specific times or days only?

Solution

There may be times when you would like to adjust a practitioner's availability so that patients can only book Telehealth appointments on specific days. Some examples of this may include:

  • Exclusive Session: The practitioner wants to accept telehealth only at certain times of the week repetitively. Please see steps here.

  • Exclusive Session: The practitioner wants to accept telehealth only for the rest of the week, then return to their face-to-face schedule. Please see steps here.

  • Custom Appointment type session: The practitioner wants Telehealth appointments bookable for a specific day only, but patients can also book face-to-face appointments on that day. Please see steps here.


Please check the steps below to see the best way to set your practitioner's online availability for these types of scenarios.



How to set up a practitioner who wants to accept telehealth only at certain times of the week repetitively

The best way to set this up is creating an Exclusive session for those specific days only including Telehealth appointments, and set it to be repeated frequently (weekly, fortnightly or monthly).

This action will automatically exclude any other appointment types from being bookable online on those days.

Learn how to setup exclusive sessions by watching this short video demonstration:

Learn how to setup exclusive sessions by following this step by step guide: 

 

 

 

How to set up a practitioner's sessions to accept telehealth only for a specific timeframe, then return to their face-to-face schedule

The best way to set this up is creating an Exclusive session for those specific days only including Telehealth appointments, and set it up just for that one time (the Repeat Frequency would be "Never").

This action will automatically exclude any other appointment types from being bookable online on those days.

Learn how to setup exclusive sessions by following this step by step guide: 

 

How to set up a practitioner who wants to accept Telehealth on a specific day only, but they want Face to Face appointments to be available too

For this type of scenario, the best option is creating a Custom Appointment type session for the Telehealth appointments, so that they are only available on that day. However, this action won't affect any other appointment types, so they will remain available as expected.

Learn how to setup custom appointment type sessions by watching this short video demonstration:

 

Learn how to setup custom appointment type sessions by following this step by step guide:

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  • How to create and manage Telehealth appointments
  • How to create, edit and delete Exclusive Sessions in the Availability Calendar
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Related articles

  • How to customise your practitioner's online availability
  • How to create and manage Telehealth appointments
  • How to create, edit and delete Exclusive Sessions in the Availability Calendar
  • How can I access the Web Sidebar?
  • How to use the Recalls 'To Call' Stage
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