Setting up a schedule in coreplus is a way of letting others know when you're available. It also controls your availability in Client Portal and HealthEngine.
This feature allows not only you, but other users within the account, to clearly see your availability. This may help if other users are booking appointments on your behalf!
Create a schedule
1. First step is to create a schedule for the times you're available. If you're using Client Portal or HealthEngine, you'll need to publish the schedule to these platforms.
2. You can break your schedule into smaller blocks or sessions to give reception staff more information about your availability or just to add a clear visual guide.
3. Schedules allow for a lunch break, but if you want to schedule in other regular breaks you'll need to create recurring appointments, to block out the time.
4. If you're having a day off, or a longer holiday, you can block out time in your calendar.
🛑 Allocation blocks can not be published to Client Portal or HealthEngine.
Using schedules
When you have a schedule in the system, several features become available to you.
1. Client Portal, HealthEngine, Cyber Clinic and Cliniq Apps all require published schedules to function correctly
2. The availability report can provide metrics for what percentage of a practitioner's available time is booked, based on their schedule
3. The appointment search function quickly finds available slots in a practitioners calendar, based on their schedule.
🚀 You can publish your schedule for online bookings via our below add-ons:
Please let us know if you have any questions and don't forget to rate this help article below, so that we can continue to improve our support to you!