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Appointments settings

The "Appointments" section in the panel admin controls platform-level settings related to the scheduling component.

General settings​

  • Allow access for authenticated users only
  • Enable sponsored profiles
  • Turn on marketplace mode

Search specialists​

Homepage​

  • Default
  • Personalized

Note: if "Personalized" is chosen, option "Allow access for authenticated users only" mentioned above must be selected as well.

Flows​

  • Search specialists
  • Search clinics
  • Search by specialty
  • Search by city
  • Personalized search

Search by symptoms​

Map​

Search results​

  • X per page
  • Modify specialist's search filters in Advanced mode
  • Modify clinic's search filters in Advanced mode

Booking appointment​

Allowed appointment types​

  • All appointment types

  • Video appointments only

  • Earliest and latest available appointment times - hours/days [Provides define the earliest and latest available appointment times, specifying these in hours or days]

  • Payment due within X mins [Patient can pay during this time after the end of booking process]

  • Appointments limit per patient - X pThe maximum number of active appointments allowed for a single patient]

  • Cancellation limit - X hours

Modify booking steps in Advanced mode​

Please note that:

  • Calendar, followups and payment steps are added automatically when needed.
  • Followups order can be customised, calendar and payment always come first/last
  • Reason needs to be set before payment (same step possible)
  • Insurance details are part of the payment
  • Patient block should always be in a step with required login

Default configuration​

{
  "steps": [
    {
      "step": "details",
      "title": "Appointment Details",
      "titleShort": "Details",
      "form": [
        {
          "type": "reason"
        },
        {
          "type": "payment"
        },
        {
          "type": "new"
        },
        {
          "type": "waitinglist"
        }
      ]
    },
    {
      "step": "patient",
      "title": "Patient Details",
      "titleShort": "Patient",
      "form": [
        {
          "type": "patient"
        },
        {
          "type": "textarea",
          "label": "Appointment notes",
          "placeholder": "Write a note to the :provider, if needed...",
          "name": "notes",
          "save": "details.notes",
          "maxlength": 300
        },
        {
          "type": "integration"
        },
        {
          "type": "guide",
          "alert": "note",
          "title": "Appointment guide",
          "iconTitle": "file-alt"
        }
      ],
      "requireLogin": true
    },
    {
      "step": "followups",
      "title": "Follow-up appointments",
      "titleShort": "Follow-ups",
      "requireLogin": true,
      "form": [
        {
          "type": "followups"
        }
      ]
    }
  ]
}

Supported form types​

{ type: "reason" }
{ type: "payment" }
{ type: "new" }
{ type: "guide" }
{ type: "patient" }
{ type: "integration" }

{
    type: "html",
    html: "",
}
{
    type: "alert",
    alert: "warning",
    icon: "",
    title: "",
    text: "",
}
{
    type: "text",
    label: "",
    placeholder: "",
    name: "",
    value: "",
    save: "meta."
    required: true|false,
    minLength: 1,
    maxLength: 1,
}
{
    type: "multiselect",
    label: "",
    placeholder: "",
    name: "",
    selected: "",
    withCustom: true|false,
    valueCustom: "",
    required: true|false,
}
{
    type: "number",
    label: "",
    placeholder: "",
    name: "",
    value: "",
    required: true|false,
    min: 1,
    max: 1,
    step: 1
}
{
    type: "date",
    label: "",
    name: "",
    value: "",
    minDate: "Y-m-d",
    maxDate: "Y-m-d",
    required: true|false,
}
{
    type: "textarea",
    label: "",
    name: "",
    value: "",
    required: true|false,
}
{
    type: "select",
    label: "",
    name: "",
    value: "",
    required: true|false,
    options: [
        { label: "", value: "" }
        { label: "", value: "" }
    ]
}
{
    type: "choice",
    label: "",
    name: "",
    required: true|false,
    options: [
        { label: "", value: "" }
        { label: "", value: "" }
    ]
}

Vouchers​

Turn on voucher credits [Allow voucher credits as a payment method for online consultations. Each consultation may require a variable number of vouchers, depending on its duration or complexity.]

Reminders​

  • Send reminder for upcoming appointment - X days
  • Send reminder for review after appointment- X days
  • Send reminders at intervals of... - X mins

Reviews​

  • Enable patient to rate specialist after appointment
  • Timeframe during which a review can be submitted - X days

Specialists​

  • Booking on behalf of patients [Allow specialists to schedule appointments on behalf of patients]
  • Practices limit per specialist - X
  • Clinics limit per parent clinic - X
  • Middle name [Show specialist's middle name]

National health provider​

  • Enable the national health provider
  • Name
  • Slug

Localizations​

  • Date format - m/d/Y
  • Time format - H:i
  • Enable timezones

Routes​

Specialist​

www.APP-URL.com/doctor

Specialists​

www.APP-URL.com/doctors

Clinic​

www.APP-URL.com/clinic

Clinics​

www.APP-URL.com/clinics

City​

www.APP-URL.com/city

Specialty​

www.APP-URL.com/specialty

Name and description​

  • Booking app name
  • Booking app description
  • Telehealth app name

Contacts​

  • Email
  • Phone