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DigiMEDSPA
EMR

Scheduling & Online Booking

Understand how to configure settings and create and manage online bookings for seamless appointment management.

  • 21 guides
  • 189 steps
  • 132 screenshots
  1. Book an Appointment Through New Booking

    A simpler and quick way to book a patient appointment online through the portal for a known single provider, Med SPA location and single service.

    • 17 steps
    • 16 screenshots
    • 5 min read
  2. How to Navigate Through EMR Board

    This user guide provides step-by-step instructions on navigating through the DigiMEDSPA EMR Board to view bookings, track patient statuses, check provider schedules and availability, and update the status of bookings.

    • 20 steps
    • 13 screenshots
    • 6 min read
  3. Change the Duration of a Booking

    Steps to adjust the length of an appointment based on the service being provided or the patient’s needs.

    • 8 steps
    • 6 screenshots
    • 2 min read
  4. Manage Resources

    Provides instructions for managing booking resources, ensuring efficient scheduling and resource allocation.

    • 14 steps
    • 8 screenshots
    • 3 min read
  5. Confirm a Booking and Check a Patient In

    Steps for confirming an appointment and marking a patient as checked in upon their arrival, streamlining the patient flow process.

    • 5 steps
    • 6 screenshots
    • 2 min read
  6. Review a Patient’s Past and Future Bookings

    Overview of how to access and review a patient’s appointment history and upcoming scheduled appointments to provide better continuity of care.

    • 10 steps
    • 9 screenshots
    • 4 min read
  7. Add / View / Edit Equipment

    Provides instructions on how to add and edit equipment in the DigiMEDSPA Portal for efficient inventory and resource management.

    • 10 steps
    • 6 screenshots
    • 2 min read
  8. Manage No Show Appointments

    This user guide provides detailed step-by-step instructions to help you efficiently manage no show appointments. In our portal, the term "booking" is used to refer to appointments.

    • 5 steps
    • 6 screenshots
    • 2 min read
  9. Manage Notifications

    This user guide provides instructions on how to view and edit booking notifications. It covers customizing the content of SMS and email notifications to ensure patients receive clear and accurate booking details, reminders, and required paperwork. In our portal, users can view and edit existing notifications, while only admins have permission to create new ones.

    • 5 steps
    • 3 screenshots
    • 2 min read
  10. View Notification Logs

    This user guide provides instructions for viewing notification logs, allowing users to track sent messages, delivery statuses, and timestamps for efficient monitoring and troubleshooting.

    • 4 steps
    • 3 screenshots
    • 1 min read
  11. Manage Booking Settings

    This guide provides instructions on how to edit booking settings, including rescheduling and cancellation rules, applicable fees, time limits, and other important scheduling options.

    • 15 steps
    • 8 screenshots
    • 5 min read
  12. Reschedule a Booking

    This guide provides clear, step-by-step instructions on how to reschedule a booking using the DigiMEDSPA Portal.

    • 13 steps
    • 9 screenshots
    • 3 min read
  13. How to Delete or Archive a Booking

    This guide explains how to manage bookings in the DigiMEDSPA Portal by either deleting or archiving them. Bookings that have not received a deposit can be permanently deleted, while bookings with a deposit cannot be deleted and can instead be archived.

    • 8 steps
    • 6 screenshots
    • 2 min read
  14. How to Cancel a Booking

    This guide explains how to cancel a booking in the DigiMEDSPA Portal. Both bookings with and without deposits can be canceled. For bookings with a paid deposit, a refund can be processed during cancellation. For bookings without a deposit, no refund is issued, but a cancellation fee may still apply.

    • 6 steps
    • 3 screenshots
    • 2 min read
  15. How to Collect Deposit for a Booking

    This user guide provides step-by-step instructions for collecting a deposit for a booking—both when creating a booking and afterwards if a deposit was missed. In the DigiMEDSPA Portal, the term "booking" refers to an appointment.

    • 6 steps
    • 5 screenshots
    • 3 min read
  16. Edit a Booking

    This guide provides step-by-step instructions for editing a booking, allowing you to modify service, provider, location, date, enabling seamless adjustments to meet patient needs without canceling and re-booking.

    • 14 steps
    • 8 screenshots
    • 3 min read
  17. How to Create and Book a Virtual Service

    This user guide provides step-by-step instructions for creating virtual services and booking virtual services within the DigiMEDSPA Portal.

    • 7 steps
    • 3 screenshots
    • 2 min read
  18. How to Send Pre / Post-Treatment Instructions for a Booking

    This user guide provides step-by-step instructions on how to send Pre- or Post-Treatment Instructions for a booking to the patient in the DigiMEDSPA Portal. You will learn how to select the appropriate booking, attach treatment instructions, and send them to the patient efficiently, ensuring they receive all necessary guidance before or after their appointment.

    • 4 steps
    • 3 screenshots
    • 2 min read
  19. Send Booking Confirmation Notification

    This user guide explains how to send booking confirmation notifications to patients after an appointment is successfully scheduled. It helps ensure patients receive timely confirmation messages, improving communication and reducing missed appointments.

    • 8 steps
    • 5 screenshots
    • 2 min read
  20. How to Join Meeting for a Virtual Service?

    This user guide explains the steps to join a virtual service meeting, guiding users through accessing the meeting link, logging in, and connecting successfully. It ensures a smooth and hassle-free virtual appointment experience.

    • 4 steps
    • 1 screenshot
    • 1 min read

Can’t find what you need?

Our team can walk you through any part of DigiMEDSPA, one-on-one.