How to: Create or Edit a Clinic / Office for the Scheduler

How to: Create or Edit a Clinic / Office for the Scheduler

Clinics or Offices are a great way to organize your clients.  They can be referenced in Merge Tags to send a clinic's name, phone number, or even address to a message recipient. You can use a custom Caller ID for members of a particular clinic and also set your clinic hours and resources as well.

Note:  The Scheduler must be enabled on an account prior to use. Please reach out to Teletask staff to enable this feature.

Note:  You can change the reference from Clinic Name to something else such as Office or School by going to Settings, Profile Settings, and updating the Field Label for Location / Site. In this tutorial, we will be referencing Clinic Name.

         
  1. Log-in to: https://hms.teletask.com/, your email address is your username.

  2. Click on Settings  in the top menu bar.

  3. Choose Scheduler from the list of available setting categories.

  4. Scroll towards the bottom and locate Clinic Profiles. 



  5. Here you can choose Add Clinic, or Edit next to an existing clinic. 



  6. On the Clinic Details page, you can add or edit the clinic information.

    1. Required Information



      1. Code - This is a a code used to reference a particular clinic in uploaded files.
        Note: Before changing or adding a clinic's Code please contact Teletask Support at support@teletask.com

      2. Name - This is the name of the Clinic that will be displayed when using the Scheduler, and in messages with Merge Tag for {clinic_name}.
        Note: Merge Tags can be used to add dynamic information to a message; such as the clinic's name, phone number, or address.

    2. Message Values (Required)
      Note: Merge Tags can be used to add dynamic information to a message; such as the clinic's name, phone number, or address.



      1. Phone - This is the phone number that will display when using the Merge Tag for {clinic_phone}. 
        Note: This number does not need to mach the Voice Caller ID number.

      2. Address - This is the address that will display when using the Merge Tag for {clinic_address}.

    3. Scheduler Setup



      1. Resources Available - This is the number of resources you have available. This could be the number of stations, rooms, or nurses.
        Note: The Labels  button allows you to rename your resources.

      2. Clinic Hours - The clinic hours can be adjusted for each individual clinic to match their specific business hours.

    4. Message Origin



      1. Voice Caller ID - This phone number is the caller ID for Voice Messages when the client/contact is associated with a clinic.

      2. Email Address - This email address is the sender used for Email Messages when the recipient is associated with the clinic. 

  7. Press Create  or Update  to finalize your changes.

  8. You will receive a confirmation that the Clinic details have been successfully added for the tenant.