Setting up Patient Self-Booking Availability in Provider

Who is this article for?
Users who want to learn to set up the patient self-booking availability in Ideagen Maritime Health Provider.

No elevated permissions are required.

This guide provides detailed instructions for setting up Patient Self-Booking Availability in the Scheduler module within the Ideagen Maritime Health Provider application. The following instructions will allow you to set up open slots in the Scheduler in Ideagen Maritime Health Provider. This configuration allows other Clinical, Onboard, Operations, and Crew Health users to schedule appointments with your clinic.

1. Setting up Patient Self-Booking Availability in Provider

1.1. Video

1.2. Steps

To create your patient self-booking appointment availability slots, start by selecting the Scheduler Module in Ideagen Maritime Health Provider.

Go to the Scheduler Module

Then, select this More Actions button.

Select this 'More Actions' button

Click on the Patient Self-booking Availability button to access the scheduling options.

Click 'Patient Self-Booking Availability'

Next, click Add to create a new open time slots for patients to book appointments.

Click 'Add'

Set the appointment timeframe From and To dates, that dictates when open slots are available for booking. For example, from February 12, 2025 to March 20, 2025.

Add the timeframe for the open slots

In this step, you need to select the day of the week for accepting appointments. For example, on Tuesday.

Select the 'day' for appointments

Next, click here to add the availability details.

Click 'here' to add the availability details

Next, add the Appointment Duration, which specifies the length of each appointment in minutes. For instance, each appointment will be either 15 minutes, 30 minutes, 45 minutes or 60 minutes.

Select the 'Appointment Duration'

Then, add the appointment Start Time, which indicates the time of day the clinic begins taking appointments for this time slot.

Add the 'Start Time'

Then, add the appointment End Time, which indicates the time of day the clinic stops taking appointments for this time slot.

Add the 'End Time'

Enter the number of concurrent appointments which indicates how many appointments can be booked and held simultaneously during this time slot.

Enter the number of concurrent appointments

Next, select the Allowed Appointments types to accept for the time slot such as Pre-employment Medical Examinations. You may select multiple appointment types.

Select the 'Allowed Appointments'

When you are done, Save the changes made.

Click 'Save'

Then, view the appointment availability details including the day, time, number of booking types and concurrencies.

View Appointment Details

To offer this appointment slot on other days during the week, select Copy to other days.

Select 'Copy to other days'

Use this option to copy your appointment availability to other days without re-entering details. Select any available day; a checkmark will indicate your selection, while a grayed-out day shows that a time slot has already been added. Click on each day(s) you wish to add.

Select the days to copy