Practice Management on Embodia - Part 2: Scheduling
Booking consults
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
This help article outlines additional calendar features you can take advantage of:
- Calendar masking
- Calendar booking internal notes
- Booked by the patient using online booking
Calendar masking
If you find yourself in a busy clinic and would like to quickly and easily hide your appointments from curious eyes in order to protect your patient's privacy, you can choose to Mask (and unmask) the information in your calendar by clicking on the eye icon.
Below you can see what this looks like in a calendar:
Calendar booking internal notes
You can add internal notes to any consult in your calendar.
To add notes, click on a booking, and then on Internal notes.
Add desired notes to the Internal notes textbox and click, Submit.
Your notes will now be saved on the calendar booking:
Booked by the patient using online booking
You can see when a patient has booked themselves using online booking.