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Online Scheduling - How do I set up a visit purpose in TrackStat?

Updated over 3 months ago

To set up a visit purpose:

  • Go into Settings>Visit Purpose and click on "Add Visit Purpose" in the upper right side of the screen & select the appointment purpose you want to add

  • In "Display Name" box, type in the appointment display name you want the patient to see

  • In " Description" box, only use if you want additional information to display along with the appointment name

  • In "Duration" box, use the drop down to select the amount of time to allow for the appointment

  • In "Available For" box, select either "Existing Patients" or "New Patients" or "All"

  • In "Case Type(s) box, select the case types to make available for online scheduling. A patient would need to have this case type in order to schedule

  • In "Room" box, you can select a room for this visit purpose or leave it as "Not assigned" if you do not use room views on your scheduler

  • In "Price" box, only use if you want the price to show when the patient schedules

  • Check "Available for online scheduling" box

  • "Show Price" & "Show Duration" - only check these boxes if you want the patient to see them

  • Click on "Save" button

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