Appointment Types

Appointment types allow you to set the different types of appointment (e.g. name, individual vs. group, duration, etc.) that you plan on conducting.

Create appointment types (EMR)

To set your appointment types:

• Go to the EMR (e.g. emr.avonhealth.com)

• Click on the hamburger menu on the top left corner > Settings > Appointment Types

• Click on “Create an appointment type” button

• Fill out the requisite information

  • Type: Can be a 1:1 or group session
  • Name: Name of appointment type (e.g. Annual Well Visit, Initial Consultation, etc.)
  • Color: Color of appointment type. Displayed in the calendar view when filtered to a single organization member.
  • Description: Description of appointment type
  • Duration: Duration of appointment type
  • Max Participants: (Only applies to group appointments) Maximum number of patients that can sign up for the group appointment
  • Booking Settings
    • Bookable by Patients: Whether patients can self-book an appointment of this type
    • Bookable Limit: The maximum number of appointments that can be booked by a patient for this appointment type
    • Bookable By: Restrictions on which patients can book an appointment of this type from the patient portal (e.g. only patients in a specific medical center can book an appointment of this type)
    • Minimum Notice: The minimum amount of time in advance that a patient must book an appointment of this type
    • Minimum Appointment Gap: The minimum amount of time between appointments of this type
    • License Types: Whether any provider can run the appointment and or only providers with specific license types are allowed to run the appointment
    • Specific License Types Required: If specific license types are required, which license types are required to run the appointment
    • Care team required: Whether the patient can book an appointment of this type with any provider or only providers in their care team
  • Patient Payments
    • Charge While Booking: Whether the patient should be charged for the appointment while booking and, if so, how much

• All information set is autosaved so click “Finish”