Appointment Types
In More > Admin > Configure > Appointment Types, you can configure your organization’s default settings for different visit types (such as wellness exams, boarding reservation check-ins, and surgeries) and create event blocks.
Appointment Types are saved automatically during editing. You can navigate away from the Appointment Types window, and your changes will be saved.
To create an appointment type:
Select New Appointment Type. A new Appointment record is added to the bottom of the Appointments Type list.
Select the new Appointment to open its details.
Complete/edit the following fields:
Field | Description |
|---|---|
Name | Enter the Name of the Appointment Type. You will search for the Appointment Type by this name during scheduling. |
Default Appointment Duration | The default time block for the Appointment Type. The total appointment duration can be edited during scheduling. |
Color | The Appointment Type displays with the selected color in Schedule for quick differentiation. |
Is Exam | Set to Yes to enable reminders for this Appointment Type. |
Is Surgery | Set to Yes when the Appointment Type involves a surgery. When a patient has this Appointment Type, the visit displays in Patient Chart > Chart > Surgeries. |
Is Daycare | Set to Yes when the Appointment Type is for a daycare visit. These appointments display in the Daycare column in Schedule. |
Is Telemedicine | Set to Yes when the Appointment Type is for a video visit. |
Is Blockoff | Set to Yes when the Appointment Type is NOT for a client visit. Blockoffs can be selected when creating an event block in Schedule. Note: This option can only be set to Yes when ALL of the following options are set to No: Is Exam, Is Surgery, Is Daycare, Is Telemedicine, and Is Dropoff. |
Is Dropoff? | Set to Yes when using Queue Mode in Custom Schedules or Waitlist in your location settings. Allows for schedule blocks for drop-offs at specific times. |
Default Encounter Template | Select the encounter type that loads when this Appointment Type is started. |
Can Book Online? | Set to Yes to allow clients to book this Appointment Type via your Online Booking Widget. |
Show on Kiosk? | Set to Yes to allow clients to book this Appointment Type on a kiosk at your practice. |
Allow double booking with? | Select other Appointment Type(s) that this Appointment Type can be booked at the same time as. |
Double booking constraints | If you are using the Allow double booking with? option, select one of the following:
|
Steps | Add additional steps for clinic staff when scheduling this Appointment Type: Confirmation, Verify Client Info, Verify Patient Info, Vitals, Assign Kennel, and/or Pickup Time. |
Description | Describe the Appointment Type in five words or less. The Description displays for clients in your Online Booking Widget. |
Revenue Center | Select a revenue center for reporting (configured in Financials > Manage > Revenue Centers). This links any revenue generated from encounters of this Appointment Type to the selected revenue center. |
Tags | Select an appointment type tag to group similar types (configured in More > Admin > Appointment Type Tags). |
Default Products | When this Appointment Type is started, products selected here will be automatically added to the client’s invoice. |
Required Consent Forms | Link consent form(s) to this Appointment Type that the client will complete during self check-in (configured in More > Admin > Configure > Consent Forms). |
Position | You can optionally sort the order in which Appointment Types display during scheduling. Note: When using Position, each Appointment Type must have a Position number, or the types will display in random order during scheduling. |
Schedule Name | Displays for clients in your Online Booking Widget. |
Disable Reminders? | Set to Yes to override reminder settings configured in Marketing & Reminders and to disable reminders for this Appointment Type. Tip: This is typically used for euthanasia appointments. |
Options | Only one of your Appointment Types can be set as the Default. During scheduling, the default Appointment Type will be automatically selected but can be changed. You can also delete an Appointment Type in this section. |
Is Universal? | Set to Yes if the Appointment Type is available at all locations in your organization. |
Is 30 minute Wellness? | Set to Yes to automatically set the appointment duration to 30 minutes. This is typically used for wellness exams. |
Is 45 minute Sick? | Set to Yes to automatically set the appointment duration to 45 minutes. This is typically used for sick visits. |
ID | This is a system-generated ID for use with the Vetspire API. This field cannot be edited. |