Petal Booking - Clinic
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How to synchronise a patient account
From the Booking module Appointment section Patients tab Search with the patient's name or NIH Click on th...
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Unconfirm a patient account
From the PetalBooking interface: Appointment Section Search with the patient's name or number At the far r...
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How to link a patient account with another patient account
From the PetalBooking interface: Appointments section Patients tab Search for the patient and select it. M...
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How unlink a patient account
From the PetalBooking interface: Appointments section Patients tab Search for the patient and select it. M...
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Sharing consent
Check if consent has been given with the clinic'S EMR, otherwise, you will need to give consent.
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How to deactivate a patient account?
From the PetalBooking interface: Appointments section Patients tab Search for the patient and select it. M...
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How to block a patient?
From the PetalBooking interface: Appointments section Patients tab Search for the patient and select it. M...
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Not all patients make an appointment after receiving an automated reminder. Could this affect the sending of reminders for other patients on the list?
Depending on how your clinic works, you can decide the success rate of appointments filled by patients afte...
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How am I sure that the patients on a list have all been contacted?
From the PetalBooking interface: Recalls lists section Click on the name of the list to view. Patients in ...
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Where to go to view details about the patients of a contact list?
From the PetalBooking interface: Service requests section Click on the name of the list to view. Patien...
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How to create a list of patients to contact so they can receive a notification telling them to schedule their next appointment?
From the PetalBooking interface: Recall lists section Click on the Create a recall list button Name the li...
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How to cancel a Pending service request?
From the PetalBooking interface: Service requests section Pending requests tab Click Cancel on the applica...
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There is a Pending service request. What should I do?
You will need to manually process this service request and assign an appointment to the patient. From the P...
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A blue number appeared next to the Service Requests section. What should I do ?
This means that a service request was recorded in the system after a patient completed the questions of an ...
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How to delete an online form for a type of appointment?
From the PetalBooking interface: Settings section Services tab Click the name of the type of appointment f...
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How to edit an online form for a type of appointment?
From the PetalBooking interface: Settings section Services tab Click the name of the type of appointment f...
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How to create an online form for a type of appointment?
From the PetalBooking interface: Settings section Services tab Click the name of the type of appointment f...
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My clinic does not want new patients to make an appointment online. What should I do ?
From the PetalBooking interface: Settings section Patients tab New patients tab Deactivate The clinics acc...
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Is it possible to re-import a patient list into the system?
For clinics without an EMR. Is it possible to re-import a patient list into the system? Yes. Just follow th...
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Must the suggested order of patient information be respected in order to import them into the system?
For clinics without an EMR. Yes. Moreover, you must imperatively, and in the exact order, have this informa...
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How to import patients already registered to the clinic in PetalMD
For clinics without an EMR. If you have an existing list of patients in Excel or CSV format, it is possible...
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How to delete a time slot on a health professional's calendar
For clinics without an EMR. From the PetalBooking interface: Appointments section Healthcare professiona...
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Some patients prefer to make their appointment over the phone. How to handle a phone appointment in the system
From the PetalBooking interface: Appointments section Take an appointment from the Healthcare professio...
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How to apply a weekly schedule template to a healthcare professional's schedule?
For clinics without an EMR. From the PetalBooking interface: Appointments section Healthcare professionals...
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How to create a weekly schedule template for each healthcare professional in the clinic?
For clinics without an EMR. From the PetalBooking interface: Appointments section Healthcare professionals...
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How to add a staff member in the system?
From the PetalBooking interface: Settings section Staff tab Click on the Add a staff member button. Comple...
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How to configure the automatic publication of time slots for a particular type of appointment?
From the PetalBooking interface: Settings section Services tab Click on the pencil icon of the appointmen...
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How to change the cancellation time limit for a patient to cancel an appointment
From the PetalBooking interface: Settings section Services tab Then click on the pencil icon to edit the ...
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How to change the values of automated appointment reminders
From the PetalBooking interface: Settings section Services tab Click on the pencil icon of the appointmen...
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How to change the online visibility for each type of appointment
It is possible to determine the desired visibility (total or not) for each type of appointment during the c...
Kathleen Kelly