Practice Management on Embodia - Part 2: Scheduling

Video tutorial: A Guided Tour of Embodia

Welcome to Scheduling on Embodia

Adding your clinic information

Setting up your services

Setting up your statuses

Using patient properties

Examples of patient properties

Practitioner permission to view colleagues' schedule

Introduction to setting up your schedule

Adding your availability

Make me look busy

Adding breaks to your schedule

Your online booking profile

Connecting to Google Calendar

Video Tutorial: Online booking

Introduction to setting up online booking

Enabling online booking of services

Setting a subdomain

Online booking settings - Who can book

Online booking settings - Sign up form

Online booking settings - Booking request forms

Online booking settings - Pooled availabilities

Online booking settings - Collecting payment information on booking

Overriding the default call to action

Editing your clinic portal homepage

Introduction to booking consults

Clinical cases on Embodia

Creating a clinical case

Patient booking under a clinical case

Scheduling a consult not part of a clinical case

Using the calendar view

Additional calendar features

Drag-and-drop calendar appointments to change their start time

Calendar settings

Cancelling a consult

Introduction to classes on Embodia

Permissions and services

Scheduling a class

The patient experience

Multi-location options

Option 1: Adding locations

Option 1: Setting up your services

Option 1: Availabilities

Option 1: Patient experience

Option 2: Overview

Introduction to waitlist management on Embodia

Adding a patient to your waitlist

Using your waitlist

How to manage the clinic waitlist as the clinic manager

Enable the waitlist feature in online booking

Introduction to SMS notifications

Connect your Twilio account

Adding a mobile number to a patient's profile

Changing consult settings

What's included in SMS reminders

Viewing the SMS notifications sent to a patient