This article explains how to modify the availability of providers and customise patient types on a provider level.

Availability can be applied either weekly, for a specific week, or for set days over a period of time. Benefits include increased clarity and predictability for the provider and reduced reception and administrative workload.

For example, a skin check appointment may only be performed by a specific provider. In this case, the provider can set a customised rule that allows them to accept skin checks only on a specific day, for a set duration (e.g., every Monday from 7:00 am to 5:00 pm).

This enables providers to remain available for bookings during these times but only for set appointment types.

Modify availability

1. Select the Providers tab.
   
   If you have already created a modified availability rule for your providers, the 'Total appts' column will also reflect these changes with a green outline and sphere.



2. Select the Provider that you would like to modify the availability or patient types for, and click the Appointment types tab.



The Appointment types screen for this provider will appear. Here you can select which appointment type you would like to create a custom rule or modify availability for.



3. Select the appointment type you would like to modify.
   



4. Select + Modify availability or the pencil icon if you already have modified availability for this appointment, to set when the provider wants this specific appointment type to be bookable online. To delete existing modified availability, select the trash can icon.



In this example, the provider is set to accept Standard appointments for New patients via online bookings every Monday, from 7:00am until 5:00pm and has set this to occur indefinitely via the 'Ongoing' switch, toggled on.

5. Select Save & continue once you have made the desired changes.

Customising Patient Types

NOTE  Patient type customisations can be created with or without a modified availability rule. These two options are not mutually exclusive, and this change affects only this provider with no changes required in Bp Premier.

1. Once you have selected a Provider, click on the Appointment types tab.






In this example, the Existing Patients patient type has been selected, so these changes will only apply when Existing patients book this appointment with this Provider.





2. Customise your providers' preferences to accept new or existing patients for this appointment type. Additionally, you can adjust the default practice appointment duration or reset these settings back to default.

3. Select Save once you are satisfied with your changes.
4. Repeat for each provider who wishes to have customised rules and availability set.

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Last updated 20 November 2023