Schedule/Calendar
**CHECKLIST FOR SCHEDULING SUCCESS**
Do these important steps to ensure you can book patients! 1. Make sure your practice name, email, website and logo are in Settings>Practice>General 2. If you collect sales tax, add the rate in Settings>Practice>Offices and check off “tax all items ...
“All Appointments” List
This list shows all of the appointments in your schedule and you can sort by date “last modified” or the date and time of the appointment itself. 1st and 2nd appointment reminder notifications are shown as “dispatched”, or “disabled by patient.” ...
Waiting List
The waiting list is a great feature to keep your schedule busy, and if you’d like to enable yours, go to Settings>Calendar>Control center>Edit practice-wide options and select “yes” to “Allow waiting list for appointments.” You can put a patient on ...
Blocking out time
While managing your “availability” blocks is the primary way you can block out time in your schedule you may need to close an entire office, and if you’re the only practitioner working in the office, this is the same as making yourself unavailable. ...
Calendar Settings > Service Availability
In order for patients to be scheduled, you must configure, for each practitioner, which service is offered, and in which office. You do that here in the “Service Availability” section. Decide whether or not you want to allow a service to be offered ...
Calendar Settings > Calendar Options
You can prevent people from scheduling online too far in advance, like no more than 6 months from present time and you can also limit patients from scheduling too soon from present time, such as within 1 hour from the present time, so you aren’t ...
Calendar Settings > Control Panel
The “Control Panel” page of Calendar Settings shows which offices, services, or practitioners are available for booking online. Have a service that you’d prefer patients not to be able to schedule online? Make it “offline” and they won’t see it as an ...
Repetitive Appointments
Some patients love coming at the same time every week. Create recurring appointments by starting with a regular appointment and then hit “Save and add repetitions.” AcuBliss checks the future availability for the recurring appointments after you ...
Appointment Status
Appointments are first “Scheduled” and then once they are “checked in”, they are marked as “Attended”. If they were removed from the calendar, their cancel status will be shown as - “cancelled outside” of your "office policy" hours (as defined in ...
“Cancelled/No Show Appointments”
Managing appointment cancellations can be stressful so it’s nice to know the history of a patient’s missed appointments while communicating with them. AcuBliss will show you how many appointments they have: Attended (in green) Cancelled outside of ...
“Check in” flow & purpose of visit
There are many ways to “check in” a patient and this important step serves several purposes. It helps you track whether or not the patient showed up to an appointment, and it also creates a “visit” so that charges can be applied to the patient. ...
Dealing with errors on the calendar
All of the settings you have configured give AcuBliss a lot of power to help manage your schedule, preventing mistakes and overbookings. When an appointment doesn’t conform to the scheduling “rules” you have configured, you will see a red exclamation ...
Making an appointment for Existing Patients
Existing patients show up when you search for them in one of the name fields. Begin typing their name and select the correct patient to see important details such as their future and past appointments, open balances, the number of missed appointments ...
Making an appointment for New Patients
New Patients and existing patients using your new software often enter through the schedule and can also be added here Click on the calendar where you see the shaded “availability” blocks and enter in the patient details. Additionally, you can do so ...
Setting up "Availability"
In order for patients to be scheduled, tell the calendar when you and your staff are “available” by clicking on the “Availability” button and then the day you are working in your clinic. Additionally, you may click on the “triangle” to the right of ...