Patient Self Scheduling/Registration

ChartLogic has added the ability for New patients to schedule appointments straight from the Practices website or landing page of their choosing. Patients will select the desired appointment time and enter base demographics to get the information over to the ChartLogic application.

NOTE: Please reach out to support if you would like this functionality enabled. Support will give the practice the designated URL.

Configuration:

Once enabled, Practice admin will need to configure appointment types and schedule blocks.

Configuring appointment types:

Within the left pane menu options, select Configuration>Scheduling>Appointment Types

Select either an existing appointment type or create a new appointment type with the desired settings and ensure that the checkbox next to Self Registration Appointment Type is selected and click Save.

Configuring a Schedule block:

From the left menu pane, select Scheduling>New Appointment

Select a resource. Only resources that have assigned schedule blocks will be listed in the self scheduling application.

From the Purpose dropdown, select Schedule Block

Once Schedule Block is selected new fields will display that will need to be filled out

Enter a name for the Schedule Block

Enter a location

Enter the desired time and duration for the appointment block

Click Add (This will add the new schedule block)

Next

Select a desired pattern from the dropdown

Select a start date

Enter the information relevant to the series

Click Add

Congratulations, once these two items are configured, patients can now see and select appointments from the application.

 

Patient View:

From the landing page in which the url is embedded, patients will select>Schedule Appointment or other desired language the practice would like.

Once selected this screen will display,

Patients will first select a location to be seen

The provider field will display those providers assigned to selected location with Self-Scheduling appointment types configured allowing the patient to choose desired provider.

Start and end dates are defaulted to today’s date and going out 30 days. Patients are able to change the dates in these fields by selecting each data field.

Clicking the Check Availability button will list all appointments that meet the entered criteria:

Note: If no appointments are available within the selected criteria options, a banner will display at the top of the screen indicating 0 time slots available

Note: The patient information section is hidden until a desired appointment time is selected. Once appointment date and time is selected, the patient will then be prompted to enter basic demographic information to register into the ChartLogic application.

Patients will be required to enter the following data elements:

First Name

Last Name

Date of Birth

Sex

Gender

Sexual Orientation

Race

Ethnicity

Preferred Language

Mobile Phone

Email

Reason For Visit

Note: All remaining fields are optional

Once completed, the patient will click submit and the patient and appointment details will be added to the ChartLogic application.