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Practice>Services
Practice>Services

Configure services for scheduling and billing, with options for online booking and room requirements.

Updated over 2 months ago

Overview

The Practice > Services section allows you to manage the services your practice offers. These services are essential for both scheduling and billing purposes, especially in cash-based practices. Patients will see the service names and descriptions when booking online, so it’s crucial to name and describe them carefully to ensure clarity.

Key Features:

  • Service Names and Descriptions:

    • The service names are displayed in the patient portal for online booking. Choose names that accurately reflect the services provided.

    • Add a description that patients can view when booking online.

  • Room Requirements:

    • If a service requires a specific room, check the "requires room" box. This helps with scheduling and resource management.

  • Service Order and Availability:

    • You can reorder services by dragging them into your preferred sequence.

    • Deactivating services will remove them from future availability without deleting them.

You can also add in classes, telehealth services and Services that don't require a practitioner in these settings.

This section ensures that your services are accurately displayed and managed for both patients and staff.

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