Practice Management on Embodia - Part 2: Scheduling
Booking consults
Introduction to booking consults
Video tutorial: 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
Before we proceed to booking consults, let's introduce the concept of clinical cases on Embodia.
A Clinical case is simply a template for a collection of consults (also known as an episode of care). In the clinical case, you can specify which service to use for an assessment appointment and which service to use for follow-up appointments.
Using clinical cases has the following advantages:
- Clinical cases provide better organization for patients' consults, especially if they are seeing a practitioner for multiple treatments;
- Using clinical cases improves reporting and analytics. You can discharge a patient from one clinical case, but keep another one ongoing;
- Using clinical cases makes it easier for patients to book follow-up appointments with just a few clicks. This can be done even if you have disabled online booking on your account;
- You can specify a default payment method in a clinical case. This way a draft payment will automatically be created on invoices for consults that are part of this clinical case, saving you a few clicks;
- You can specify a patient policy on a clinical case (more on patient policies later in this course). This way a draft payment will automatically be created on invoices for consults that are part of this clinical case, saving you a few clicks.
You can learn more about clinical cases in this short introductory video tutorial: