Practice Management on Embodia - Part 2: Scheduling

The actions described in this lesson require a Manager permission on your clinic.

This lesson will go over how to set up statuses for your consults. These statuses can be used to track the status of a patient in a consult (such as "Arrived", "No show", etc...) and can automatically generate invoices based on your preference.

To manage your statuses, click on My clinic > Scheduling settings > Statuses.

To add a status, click on Add a status and enter the name of the status.

Check the checkbox beside Generates invoice if you would like this status to automatically generate a draft invoice, and specify the amount of the invoice. You can specify a percentage of the selected service or a flat amount.

Specify if the consult should be cancelled automatically if this status is selected, and a colour (the colour will be used in the calendar view to differentiate different statuses visually). 

You can also choose the colour behavior so that the color:

• Only show a small indicator with this colour next to the consult on the calendar:
  
  
  
• Use this colour to fully override the background colour of the consult on the calendar: