Patients Bookings
Enerpize provides an easy-to-use booking system that allows you to handle the appointment booking process and save time on manual scheduling. Staff may rapidly check availability, book appointments, and manage schedules without the limits of paper-based approaches, resulting in greater productivity.
Note: Before starting, make sure to activate the Bookings app in your account.
How to Create a New Booking
From the dropdown menu under “Bookings”
Click on “Create Booking”
When the new appointment screen appears, you’ll first need to choose the medical services that the patient needs.
The next step is to select a specialized doctor for the selected service.
- The service only appears in the bookings list if its duration has been added to the “Duration in Minutes” field. For more details, refer to the guide “Add a New Service”.
- If the staff that you need to add doesn’t appear here then make sure that you have assigned the service in the booking to the employee.
Choose a suitable date and time of the appointment according to the availability of the selected staff member’s schedule.
Choose the patient for whom you’re booking the appointment from the dropdown menu under “Select Client” if the patient already exists in the clients.
In case it is the patient’s first appointment, click on “+ Client”
Fill in the Patient Details as well as the Account’s details.
For more information about adding a new patient check the “Adding a new client” guide
After choosing the patient,
Click on “Complete Reservation”
By completing the previous steps, you will be able to successfully book an appointment for a patient with the chosen doctor at the selected time and day.