Book an Appointment Through Advance Booking

1. The user can book an appointment through the Advance Booking, accessible via the Bookings App from four entry points.
   1. From the EMR Board, click on ‘’New Advance Booking.’’
      
   2. From the EMR Board tabs, click on ‘’Bookings.’’
      
   3. From the Left Navigation, click on the “EMR Board” dropdown and select “Bookings”.
      
   4. From the EMR Panel, click on “Bookings” under “EMR Board”.
      
      1. Once inside the Bookings App, create an advance booking by clicking ‘’New Advance Booking.’’
         
2. Alternatively, the user can book an appointment through the Advance Booking accessible via Patients App.
   1. From the EMR Board tabs, click on ‘’Patients.’’
      
      1. Once you are inside the Patients App, click on three dots under the action column and select "View Patient Profile" for the specific patient.
         
      2. In the patient profile, select ‘’Bookings.’’
         
      3. Once inside the Bookings App, click on ‘’New Advance Booking’’ in the top right corner of the screen.
         
3. In Step 1, complete the required patient information, including the First and Last Name, Phone, Gender, Referee Code, and Email. Then press ‘’Next’’ to proceed.
   Note: A ‘Referee Code’ is a special code given to someone who refers patients to the Med SPA. It helps track referrals and reward partnerships. The referee code field will only be visible for patients who do not already have a referee code saved in their profile. For detailed instructions on Referee Code, refer to our ‘’Add Referee Code’’ user guide.
4. In Step 2, select the Location for your appointment from the ‘’Location Dropdown.’’Then press the ‘’Next’’ button to proceed.
   
5. In Step 3, select the Service and Service Bundles you want to avail from the ‘’Service Dropdown.’’ The selected services will be displayed at the end. After completing the selection, press ‘’Next’’ to proceed.
   Note: ‘’Service Bundles’’ refer to a combination of multiple procedures or services offered together as a package to patients by Med SPAs. In our portal, you can select multiple services and service bundles.
6. In Step 4, select the providers for your services. You can choose ‘’Any’’ provider or a ‘’Specific Provider.’’ Then press ‘’Next’’ to proceed.
   Note: Choosing “Any” provider will assign you a randomly available professional for your selected service and appointment time. If you select a “Specific Provider,’’ you can choose a particular professional for your service, ensuring that this provider will attend your appointment at the chosen time.
7. In Step 5, select the Date and Time for your appointment. First select the Date from the calendar. Then select the specific time slots for each service. Press ‘’Confirm’’ to confirm the Date and Time.
   Note: ‘Time Slots’ are specified intervals for scheduling treatments or consultations with providers. They are arranged according to service duration, provider availability, and patient preferences to ensure efficiency.
8. Select the specific time slots for each service. Press ‘’Confirm’’ to confirm the Date and Time.
   
9. In Step 6, choose whether you want to pay the deposit by card, or by cash. If you choose to pay by cash then simply press ‘’Pay Now’’ button to continue.
   
   1. If you choose to pay by ‘’New Card’’ then fill in the card details, including Card Number, Expiry Month, Expiry Year, and CVC then press ‘’Pay Now’’ to create the booking.
      
10. You will be displayed the ‘’Appointment Confirmed’’ screen with the 'Email Content' and 'SMS Content' of your notification. Press 'Send Notification' to receive the confirmation notification or 'Skip Notification' if you do not wish to receive it.
    Note: In our portal, consent forms, pre-treatment and post-treatment instructions can only be typed manually or hyperlinked in an email or text.
11. In Step 7, appointment confirmation details will be displayed. Click on ‘’Go to EMR Board’’ to return to the EMR Board.
    
12. When you return to the EMR Board, you will see that the appointment has been successfully scheduled.
    
13. In our portal, patients can be marked as 'Confirmed,' 'Waitlist,' 'No Show,' or 'Cancelled' directly from the EMR Board.
    Note: Our portal offers two convenient booking options: Express Booking and Advanced Booking. Express Booking provides a quick and easy way to schedule a single service, while Advanced Booking allows for a more comprehensive experience, enabling users to book multiple services at once.
    For detailed instructions on Express booking, refer to our ‘’Book an appointment through Express Booking’’ user guide.