Appointment Module Settings

Setup Team Member Access

To add a new team member, navigate to Settings > Special Module > Appointment.

• Location Sync: Select the Branches where this member is available.

• Service Mapping: Assign the Appointment Types this doctor specializes in.

• Fee Structure: Define the Cost for each service to enable real-time billing during the booking process.

Feature Description: Appointment Type Setup

This workflow allows administrators to create or edit an Appointment Type by configuring service details, pricing, and multi-entity associations (Staff, Locations, Rooms, and Insurance).

Step 1: Initiating the Form

• Action: Click the Next Step button on the "Team Member" modal.

• Trigger: The system transitions to the main configuration form, indicated by the Plus (+) icon highlighted in the interface.

Step 2: Core Details & Multi-Entity Assignment

• Service Details: Filter by Appointment Type or Branch.

• Team Members: Assign Multiple Doctors/Staff. Each can be assigned a unique individual cost for this specific service.

• Branches: Multi-select functionality to enable this appointment type across Multiple Clinic Locations.

• Resources: Assign Multiple Resources (e.g., specific medical equipment or tools) required for the session.

Step 3: Insurance Configuration

• Company Price: The amount billed to the insurance carrier.

• Customer Price: The co-pay or out-of-pocket amount the patient is responsible for.

Appointment Grouping & Product Bundling

This module allows for the creation of sophisticated service bundles. Instead of booking a single session, users can group multiple appointment types and inventory products into one purchasable package that automatically schedules future visits.

Form Details & Logic * Group Identity: Define the Group Name and a specialized Group Price (often a discounted rate for the bundle).

Click the Next Step button on the "Appointment Type" modal.

• Location Access: Assign Multiple Branches where this specific group/package can be redeemed.

• Inventory Integration: Ability to Add Products from Inventory to the group (e.g., a "Post-Op Package" that includes a brace or medication).

• Multi-Service Mapping: * Select Multiple Appointment Types.

• Support for Redundant Selection: The same appointment type can be added multiple times to the same group (e.g., 3 Physical Therapy sessions + 1 Consultation).

Booking & Generation Logic

• Automatic Sequencing: When a "Group Appointment" is booked, the system does not create one entry; it generates a sequence.

• Frequency Logic: If 3 appointment types are selected within the group, the system will automatically generate 3 separate appointments (e.g., scheduled weekly for 3 weeks) to ensure the full treatment plan is reserved in the calendar.

Insurance & Customer Assignment

Enter the legal name of the insurance carrier and link the primary policyholder. This association is required to ensure claims are routed correctly and to maintain a searchable record of coverage under the customer’s profile.

• Action: Click the Next Step button on the "Appointment Group" modal and also click Next Step button on the "Online Appointment Builder"

• Requirement: Assign a Customer (Required) and Add the Insurance Company Name.

• Goal: Establishes the formal link between the carrier and the client for billing and documentation purposes.