Scheduling

A complete guide to the ClinyPal appointment calendar: views, creating, moving, resizing, statuses, telehealth, and color coding.

How to block time on the scheduler for lunch, holidays, training, or other unavailability, including one-time and recurring blocks.

How to add patients to the scheduler waitlist and book them into an open slot when one comes up.

How to add and edit appointment types, including mode, duration, color, and default forms.

How to set up the list of block types, such as Lunch, Holiday, and Training, used when blocking time on the scheduler.

How to set up recall types with a name and recall interval, and how they feed the Recalls Due report and patient records.