Petal Booking - Clinic
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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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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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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 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...
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How to edit an appointment type
From the PetalBooking interface: Settings section Services tab Click on the pencil icon to edit a type of ...
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How to edit the text of automated appointment reminders?
The text can not be edited. However, you can add additional information. From the PetalBooking interfac...
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How to change the default values for automated appointment reminders
From the PetalBooking interface: Settings section Reminders tab Make the necessary changes in the differe...
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How to change the distribution of the online publication of walk-in consultations for new patients
From the PetalBooking interface: Settings section Walk-in tab Ratio of availabilities offered to patients...
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How to change the publication time of the walk-in consultations
From the PetalBooking interface: Settings section Walk-in tab Schedule publication subsection Edit Choose ...
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How to edit the online Patient Portal sign-up message that appears above “Create my account”
From the PetalBooking interface: Settings section Patients tab Inscription message subsection Edit Write ...
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How to change the clinic information and logo
From the PetalBooking interface: Settings Section Clinic tab Contact information and Logo subsections Cli...