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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...

    Kathleen Kelly
    04 December 2019 16:17
  • Unconfirm a patient account

    From the PetalBooking interface: Appointment Section Search with the patient's name or number At the far r...

    Kathleen Kelly
    15 February 2019 21:30
  • 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...

    Kathleen Kelly
    04 December 2019 15:37
  • How unlink a patient account

    From the PetalBooking interface: Appointments section Patients tab Search for the patient and select it. M...

    Kathleen Kelly
    08 February 2018 15:04
  • Sharing consent

    Check if consent has been given with the clinic'S EMR, otherwise, you will need to give consent.      

    Kathleen Kelly
    08 February 2018 14:10
  • How to deactivate a patient account?

    From the PetalBooking interface: Appointments section Patients tab Search for the patient and select it. M...

    Kathleen Kelly
    30 May 2018 12:37
  • How to block a patient?

    From the PetalBooking interface: Appointments section Patients tab Search for the patient and select it. M...

    Kathleen Kelly
    08 February 2018 15:03
  • 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...

    Kathleen Kelly
    08 February 2018 15:11
  • 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 ...

    Kathleen Kelly
    08 February 2018 15:11
  • 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...

    Kathleen Kelly
    08 February 2018 15:10
  • 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...

    Kathleen Kelly
    08 February 2018 15:09
  • How to cancel a Pending service request?

    From the PetalBooking interface: Service requests section Pending requests tab Click Cancel on the applica...

    Kathleen Kelly
    08 February 2018 15:09
  • 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...

    Kathleen Kelly
    08 February 2018 15:07
  • 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 ...

    Kathleen Kelly
    08 February 2018 15:06
  • 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...

    Kathleen Kelly
    08 February 2018 15:05
  • 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...

    Kathleen Kelly
    08 February 2018 15:05
  • 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...

    Kathleen Kelly
    08 February 2018 15:04
  • 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...

    Kathleen Kelly
    08 February 2018 15:02
  • 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...

    Kathleen Kelly
    08 February 2018 15:01
  • 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...

    Kathleen Kelly
    08 February 2018 15:00
  • 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...

    Kathleen Kelly
    08 February 2018 14:54
  • 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...

    Kathleen Kelly
    08 February 2018 14:54
  • 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...

    Kathleen Kelly
    08 February 2018 14:52
  • 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...

    Kathleen Kelly
    08 February 2018 14:51
  • 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...

    Kathleen Kelly
    08 February 2018 14:51
  • 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...

    Kathleen Kelly
    08 February 2018 14:50
  • 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...

    Kathleen Kelly
    08 February 2018 14:49
  • 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 ...

    Kathleen Kelly
    08 February 2018 14:49
  • 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...

    Kathleen Kelly
    08 February 2018 14:48
  • 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
    08 February 2018 14:48
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