Teletask Scheduler
How to: Create Group Appointments in the Scheduler
You can schedule a Group Appointment for multiple participants. This feature allows you to have one appointment on the calendar that multiple unrelated participants can attend. Typically, we see this used for education, trainings, meetings, or ...
How to: Create or Edit Appointment Types for the Scheduler
Appointment Types are a way to distinguish one scheduled appointment from other. Appointment Types can be referenced in Merge Tags that are used in messages. Some examples of common Appointment Types are: Well Check, Follow-Up, Benefits Review, ...
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 ...
Scheduler Page
Overview The Scheduler page allows you to create and schedule Patients for appointments. You can can check them in and out, or mark the appointments as missed. You can customize your scheduler experience and enable family appointments. ...
How to: Use the Staff Message in the Scheduler
The Staff Message feature allows you to make announcements or leave messages for your staff. Staff Messages can be set for all offices/clinics or for specific offices/clinics. Please follow the steps below to use a Staff Message. Note: ...
How to: Block Time in the Scheduler
The Block Time feature allows you to block off time on the schedule to show that either the office is not open or a resource is not available at that time. Examples of when to use Block Time would be during lunch breaks, days the office is closed ...
How to: Enable Family Appointments for the Scheduler
Enabling Family Appointments allows you to group family appointments or spread them across resources. It also allows you to utilize family actions such as checking in families all at once or rescheduling them if needed. To enable the Family ...
How to: Update Status Options for Appointments through the Scheduler
The Status options are used to check patients/clients in and out of their appointment. You can also use them to mark an appointment as missed or reschedule an appointment. You can use status options for an individual or for an entire family. Please ...
How to: View or Edit Existing Appointments through the Scheduler
You can view and edit all currently scheduled appointments for a client or for a family through the Scheduler. Please follow the steps below to view existing appointments. Note: The Scheduler must be enabled on an account prior to use. ...
How to: Edit Existing Patients through the Scheduler
You can edit existing patients or family members through the Scheduler. Please follow the steps below to edit a patient. Note: The Scheduler must be enabled on an account prior to use. Please reach out to ...
How to: Schedule Appointments for Patients through the Scheduler
You can schedule an appointment for an individual client, part of a family, or an entire family. The family appointment options are to schedule in sequential order, grouped into a single visit, or spread out across your Resources. Please follow the ...
How to: Create a Scheduler Report
The Scheduler report type allows you to view scheduled appointments for a specified time period. You can run the report on a specific clinic or a specific resource. Click Reports in the top menu bar. Choose Scheduler as your report type Specify the ...
How to: Add a New Patient through the Scheduler
Sometimes you need to schedule an appointment for someone who is not in your current client/contacts list. Please follow the steps below to create a new Patient ID from the Scheduler. Note: The Scheduler must be enabled on an account prior to use. ...