Introduction
When sending a Self-Book invitation to your patients, you'll be able to specify one or more clinicians that you would like the patient to book an appointment with. If you use this option, the patient will only be able to view appointments available for the clinician(s) of your choice.
This feature enhances continuity of care, giving you greater control of the appointments you offer, and supports patients who need to see a specific clinician about ongoing care.
Select whether to show Any Clinicians or Specific Clinicians availability
By selecting Any Clinicians, patients will see appointments for all clinicians who have available appointments for the chosen slot type.
If Specific Clinicians is selected, patients will only see appointments for the chosen clinicians.
2. Choose whether patients can select a clinician
You can select whether you want patients to be able to see the clinicians names when booking an appointment.
If you select Yes, patients will see the names of the clinicians with available appointments, as well as the date of the next available appointment. They can also still choose 'Anyone' and the patient's appointment will be booked at random into an available appointment slot.
If you select No, patients will just see the date and time of available appointment slots.
Below, we’ll answer some of the frequently asked questions from our users!
Frequently Asked Questions 💬
Is this available in Batch Self-Book and Individual Self-Book?
Is this available in Batch Self-Book and Individual Self-Book?
Yes this is available in both Batch Self-Book and Individual Self-Book.
Will patients see the gender or role of clinicians if 'Patients can choose a clinician' is selected?
Will patients see the gender or role of clinicians if 'Patients can choose a clinician' is selected?
Patients will not see the gender or role of the clinician. They will just be shown the clinician's name as it appears in your medical record system.
Will I be able to restrict patients to book with a single clinician?
Will I be able to restrict patients to book with a single clinician?
Yes, you will be able to choose from a list of clinicians. If you would like them to book with a specific clinician, then you would just need to select this clinician from the list.
How do I ensure the session holders are correct?
How do I ensure the session holders are correct?
If you want to review your appointment book to ensure that the session holders are correct:
In EMIS: Right-click on the session → select ‘Session properties’ → Select the search icon by Session Holders → Select your staff member and click ‘Ok’.
In SystmOne: Right-click on the session → Select ‘Administration’ → Select ‘Change Staff’ → Use the drop-down to assign a staff member as the session holder.
In Vision: Open Vision Appointments → Check the session holder via the name at the top of each session.
I have a clinician who isn't showing up
I have a clinician who isn't showing up
If you have a clinician who is not showing up on the list of clinicians to book appointments with, please get in touch with support using the green message bubble in the bottom right-hand corner of this page 👇 with the following details:
Org ID and national code
User identifier (Emis username or SystmOne username)
Date and time of the appointment
Slot type of the appointment
Site name of the appointment
Why is a clinician still showing in the dropdown for a slot type after being removed?
Why is a clinician still showing in the dropdown for a slot type after being removed?
When a clinician has had an appointment for a specific slot type recently, they may still appear in the dropdown list for that slot type, even if they've already been removed. The clinician's name will still be visible, but it will say (No availability) besides their name. This is because Self-Book keeps them visible for 30 days after their last association with a slot type.
Example:
If a clinician's last appointment for a slot type was on 11th October, they'll stay on that list until 10th November. After that, they'll be automatically removed from the dropdown.
Feedback 📣
We want to gather as much feedback as possible from practices about how you find this new addition to Self-Book. This will help us prioritise future product improvements with your thoughts in mind, so all we ask is that you send out lots of booking links and send us any feedback you have!
To share your feedback, you can either drop us an email on support@accurx.com.
If you run into any problems, please reach out to us on the live chat using the green message icon in the bottom right-hand corner of our website.