Booking Type Setup



Why Use This Function:

Setting up Booking Types is essential for efficient scheduling, resource management, and a seamless Patient experience. By categorising appointments—such as Consultations, Follow-ups, and Walk-ins—the Practice ensures that the appropriate time slots, medical staff, and resources are allocated correctly. This prevents scheduling conflicts, reduces waiting times, and improves overall workflow. Structured Booking Types also help streamline daily operations, allowing Practitioners to focus on quality care while ensuring Patients receive the right services without unnecessary delays. Implementing a well-organised booking system enhances Practice efficiency and contributes to better Patient satisfaction.

The Contents of This User Manual:

  • Add New
  • Edit

  • This user manual will start on the Diary screen.


  • Click on the Settings button in the top right corner.


  • The Settings screen will open.


  • Click on the Diary Settings tab.


  • Click on the Booking Type Setup panel.


  • The Booking Type Setup panel will expand with all the Booking Types that have been setup by your Practice.


Add New
Allows you to create a new Booking Type.

  • Click on + Add New Type to set up a new custom Booking Type.


  • A new section will be created where the Booking Type can be set up.


  • Click on the Name field to enter the Booking Type name that will be displayed on the booking.

  • Click on the Booking Status dropdown menu to link to the Booking Type (Booked/Arrived/Ready/Treated/Done). The booking status will then automatically be selected when selecting the specific Booking Type.

    • The Booking Status can be set up to suit the needs of your Practice, for more information on how to set up the Booking Status, please refer to the user manual: Booking Status Setup.

  • Click on the Invoicable dropdown menu to determine whether the Booking Type is invoiceable.

    • Yes: Booking Type linked to a Patient and will be invoiceable.
    • No: Booking Type linked to personal (Ex. lunch, leave, etc.). This Booking Type will not be able to be billed. 
      • When a Booking Type is selected that is not Invoicable, a Debtor can not be linked to this Booking Type. 
  • Click on the Duration field to set the default length (minutes) of the appointment.

  • Click on the Colour field to select the preferred colour that will reflect on the Diary when choosing this Booking Type.

    • To change the colours, Click on the colour that the user wishes to change to change it.
  • Click on the Font Colour field to select the preferred font colour.

    • To change the colours, Click on the colour that the user wishes to change to change it to the preferred colour.
  • Click on the Visible button to mark the booking as visible/invisible.

  • Click on the Delete button to only disable a Booking Type that can be re-enabled 

  • When deleting a booking setup, the following Attention screen will pop up asking if you are sure that you want to delete the Booking Type.


  • Click on the Re-Enable button to undelete a previously deleted booking. 

  • Click on the Service Center drop-down menu to select the default location for the specific Booking Type, in rooms or in the hospital. 

  • Click on the Treating Practitioner dropdown menu to select the default treating Practitioner for the specific Booking Type.

  • Click on the Invoice Lines button to add Invoice lines that will bill by default when choosing this specific Booking Type. 

  • Click on the Layer field to overlap two Booking Types that are in the same time slot in the Diary. It will show that there is a booking on top of the other booking.
    • Layer 1 is the base layer, with higher-numbered layers (e.g., Layer 3) appearing on top. If a Practitioner is booked for admin time on Layer 1 and a consultation is scheduled on Layer 2, the consultation will be displayed above the admin booking in the Diary.
  • Tick the Telemed tickbox to indicate if a Telemed consultation can be done on this type of booking. 

  • Click on the Auto Events dropdown menu to add specific forms to the clinical events that relate to the Booking Type that has been made. The event will display as a booking icon on the appointment and will be used as a shortcut to that Event screen. It is possible to add as many as needed. For example, if a Patient phones in for a follow-up script, a booking can be made on the Diary that has the script auto-event linked to it. The Practitioner can then Click on the workflow event and complete the script and email it to the Patient.

  • Click on the Add Template dropdown menu to select a pre-set up Workflow Events Template that will be sent every time this specific Booking Type is booked on the Diary, select an option from the dropdown menu.

  • Tick the Enable communication events on this booking type tickbox to use the Booking Event Templates on this specific booking.


💡Please Note: That if Booking Events have been set up on an Entity or Diary Level the From Entity and From Diary panels will be visible. This will show the user what events have been set up in the Entity and Diary Settings. Any event that has been set up in the Entity or Diary Settings can be disabled on Entity or Diary Level. 

  • Click on the From Diary panel.


  • The From Diary panel will expand, and any setup that was done in the Diary/Entity Settings will appear here.



Edit
Previous Booking Types can be edited should the need arise.
  • Click and drag the sorting arrows up or down to move the desired Booking Type and drop it into a new place on the list. This allows the user to order the list according to their preferences.


    • When the form is dropped into the desired place, the user will see the Booking Type in its new location on the list.


  • Click on Close to close the settings, no changes that have been made will be saved.


  • Click on Save once the user is satisfied with all the changes that have been made to save the setting and return to the Diary Screen.


Last modified: Monday, 10 March 2025, 1:33 PM