Configuring Online Restrictions
Technical Level: Easy
The following settings need to be configured regarding online scheduling. To configure the setting, navigate to the settings page:
where 'xxx' is the unique ID number for the clinic.
Advanced Settings > Patient-Facing Settings - Online > Online Sign-In Page - Available > Online Scheduling Restrictions >
• Scheduling Window (hours)
The maximum number of hours from 'now' that a patient can schedule a visit using ClockwiseMD.
Default - 20 hours
• After Opening
The minimum number of minutes after the clinic opens that the patient can schedule online. This prevents online patients from taking all the opening times and having walk-in patients who may be waiting at the door at opening from experiencing a prolonged wait.
Default - 30 minutes (online patient will be able to schedule 30 minutes AFTER opening)
• Before Closing
Default - 30 minutes
• From Now
The minimum number of minutes from 'now' the patient can schedule a visit online. This prevents the patient from scheduling an appointment which he/she could not realistically hope to make. This situation could be compounded if the clinic has a short late definition and has auto-removal turned on.
Default - 20 minutes
• Block Online Slots
The number of slots before and after an online scheduled visit which are reserved for walk-in patients. This prevents online patients from scheduling a block of time causing walk-in patients extended waits.
Example: if a clinic's velocity is configured to 4.0, they can see four patients per hour. With the block online slots option set to '1', scheduling an online appointment at 11:00 AM would mean that the 11:15 slot would NOT be offered online, offering the 11:30 AM appointment instead. This ensures that a walk-in patient entering the clinic at 10:46 would not have to wait longer than 30 minutes for a callback. However, if walk-in patients took both the 11:15 and the 11:30 appointments, the next online appointment becomes 11:45 and the clock resets to preserve the 12:00 PM appointment for a walk-in visit.
Setting the blocks to '2' would ensure two slots before and after the online appointment were reserved for walk-in patients.
Default - 1
Should you have any comments or questions, be sure and use the links in the right side bar to contact ClockwiseMD Support.