Set up appointments, opening hours, and patient lists
Decide how bookings are approved, how long they last, when you are open, and where each role's patient list starts.
Useful for Clinic admin Doctor
- Open Clinic Settings. On General › Appointments and notes (changes save as you make them), turn on Approve portal appointment requests automatically if a patient's request should be confirmed without waiting for the front desk. Taken slots stay blocked.
- Set the Default appointment length (15 or 30 minutes).
- In Sites and hours, set the Opening hours. Appointments can only be booked inside them.
- Under Where each role's patient list starts, choose for the Secretary, Receptionist and Encoder whether the list starts on all patients or only today's. It is a starting point only: searching always reaches every patient.
Common questions
A patient cannot book a certain day or time.
Appointments can only be booked inside the opening hours and in slots that are free. Check the Opening hours of the clinic and of the site in Sites and hours, and any doctor time block.