Self-Scheduling - Creating & Assigning a New Calendar
Written by Amelia Boyer
Updated at February 3rd, 2025
Table of Contents
Self-Scheduling - Creating & Assigning a New Calendar
Note: This feature is only available for Admin Provider Users
By creating a new calendar and assigning it to the organization, the admin provider user is tying the assigned providers to the calendar. Once the calendar is created and available to the organizations, the provider users are then able to set their availability.
Video Tutorial:
Step-By-Step Tutorial:
- Select the admin tab
- Select Self Scheduling
- Select Manage Calendars
- Select Add
- Input a Name for internal use
- Type in your desired URL Slug
- One you've input your URL Slug the next box will show you the Full URL, you can use the copy icon to copy your URL for use
- Now input a description for your calendar, this description is for internal use
- Input a Welcome Message; this message will show as a greeting for the patient.
- Input a Scheduling Complete Message. This message will appear after the patient has completed registration for an appointment.
Note: once an appointment is scheduled, the provider user and patient will receive an email
- Input an access code. The access code is intended to prevent those outside your organization from being able to schedule on your calendar.
Note: this is not active yet
- Next, select the Timeslot Duration or length of the appointment
- Select the New Appointment Scheduling Max; this determines how many days in advance an appointment can be scheduled. You can select from 7 Days, 14 Days, 30 Days. 60 Days, or 90 days
- Input a number (1-10) for your Default Overbooking Limit Per Timeslot. This determines how many appointments can be done per provider, per timeslot.
Note: when a provider sets their availability, they can override this
- Set your calendar time zone
- Set the Start Time and End Time of your calendar
- Scroll to the top of your modal page and select Organizations
- Check the box for the Organizations you wish to assign to this Calendar.
- Lastly, if you wish to assign documents to the appointment, you can select Documents.
Note: When a document is rejected, the provider rejecting the document will need to notify the patient and either delete the scheduled encounter or have the patient complete the document at the scheduled encounter.
- Select the document(s) that you want patients to complete before completing their appointment registration. This document has to be assigned to the organization that the patient belongs to.
- Select Save
