What is Self-Book?

Self-Book aims to save practices time by reducing the manual steps involved in booking patients into telephone appointments.

Using Self-Book, practices can choose which patients require face-to-face or telephone appointment and send these patients a unique link via text.

If a practice invites a patient to book a telephone appointment, the patient will be able to choose a time window that they are available (AM or PM) and, once chosen, they are booked directly into the practice’s appointment book without the need for the patient to call the surgery 🙌

To learn more about what Self-Book for telephone appointments is, and decide if you want to use it at your practice, have a read 👉 here.

If you'd like to get started with using Self-Book at your practice, keep reading 👇

Inviting patients to book into Telephone appointments

Step 1

You can add a booking link into a text message by clicking on the new self-book button. You will find this button after clicking the message icon on the little green toolbar (left image below) or after clicking on "Reply" in the inbox (right image below).

Step 2

Once you have clicked on the Self-Book button, you will be asked to choose whether the appointment is going to be a telephone or a face-to-face appointment. Click on Telephone.

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Step 3

You will then need to choose the slot type of the appointment you want to invite this patient to.

All of the slot types that have been set up in your practice's appointment book will show up in this drop-down.

Note: if you have recently added a new slot type into EMIS/SystmOne, it may take up to 1 hour for the slot type to appear as an option in the list.

Step 4

Once you have chosen the slot type that you'd like the patient to book into for their telephone appointment, click on "Save and next"

Step 5

Click "Add link"

Step 6

Click "send" to send the text message to the patient with the link to book their own telephone appointment. 🎉

What will patients see?

Patients will receive a text message with their unique booking link:

Once they click the link and enter their date of birth to confirm their identity, they can select a date and time window for their appointment. Once they have chosen, they will just need to confirm their booking.

Once a patient’s booking has been made in EMIS/SystmOne, they will receive a confirmation text message with the date of their appointment and time window:

Got a question?

Find our FAQs page here 😄

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