Scheduling & Booking
Booking is easy. A day that works is not.
Any calendar can take a booking. Ours checks the room, the practitioner and the paperwork before it offers a time, so every day it fills is one you can run.
Beyond the basics
What the booking checks for you.
Making a visit type and putting it on a calendar is the easy part, and every system does it. Here is what ours does around it.
BookSmart™
Booking that checks everything.
A time is offered only if the room, the equipment and the practitioner are all free, and the practitioner's attention is too.
Clients only see the starts that keep your day tight, by your own policy. Your desk can still book any time by hand.
Memory of Care™
A booking that knows who it's for.
Every booking sits inside the client's history: their visits, their forms, their plan. You can see where this visit falls in their care and what you need to get ready for it.
Paperwork that sorts itself
The right forms go out on their own.
Forms are attached to appointment types. A first booking sends the new-client intake, a form marked required once never goes out twice, and a type can ask for its own form.
As clients fill them in from their portal, your schedule shows who is ready.
The life of one appointment
Follow one visit from start to finish.
One appointment, from the day you set up its type to the note you write after it, on your side and on your client's.
Practice Management › Appointment Types
You build the type once.
Its length, price and where it happens. Who can perform it, the room and equipment it needs, the time to set up before and turn over after, and the forms that go out with it.
Calendar · the client portal
It gets booked, through either door.
You book it from the calendar against a client, and see every start with the reason any time isn't on offer. Or the client books it online and is only shown times that work.
The client portal · Calendar
The client gets ready.
Their forms arrive and their reminders go out. On your calendar, each booking shows whether its forms are back.
Clinical Care › Caseload
You get ready.
Your caseload lists what each visit needs from you before it starts: an intake to read, a plan due for review, a program to write. It all comes from the client's care history.
Calendar · Front Desk
The day runs.
The calendar is the schedule. The Front Desk is the workload: who is in, who is next, and what each room needs before and after.
With several practitioners on the calendar, DeskFlow shows where the day will surge before it does.
Clinical Care › Caseload
After the visit.
The same day, from the clinical side: the notes you owe and the forms that came back for you to review. Notes & Charting takes it from there.
Made for nutrition
Booked the way a nutrition practice runs.
Long initials and short follow-ups, virtual days and office days, one analyzer everybody needs.
Try it on a real week
Book a real week. See a day that works.
Start a free trial and put next week's bookings through it, or book a demo and walk through it with someone who knows the work.
Where the booking goes next.
The forms each booking sends, and the answers that come back.
The visit becomes the bill, and its price is locked when the bill is issued.
The note you owe after each visit, kept with the client.
The Front Desk and the calendar, where the day is run.
Everything the booking checks, and why.
The client's history that every booking sits inside.