Self-Book: How to use Self-Book for Telephone Appointments

An overview of how Self-Book works for inviting patients to book their own telephone appointments

Katie Clephan avatar
Written by Katie Clephan
Updated over a week ago

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 a 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 🙌

How does Self-Book for telephone appointments work?

1. When sending a text message to a patient with Accurx, practices will have the option to add a booking link for the patient to use to book their own appointment.

When adding the booking link, they will be asked to choose which slot type that they would like the link to book the patient into.

2. Invited patients receive a text message with a unique (and one use only) link. Once they click on their link, they can choose a time window and date that they are available for their telephone appointment (up to 6 weeks in the future).

3. Patients are automatically booked into one of the chosen slot types in EMIS or SystmOne. (Note: Telephone appointment reminders will include the date and a 2-hour time frame of the patient's 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 more questions?

Find the rest of our FAQs here 😄

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