This article covers a range of frequently asked questions about the Schedules feature of HealthEngine. You can click on one of the questions in the list below to jump straight to that question or you can scroll down the page to see each question.
- What are Schedules?
- How can I access Schedules?
- How do I create a new schedule?
- Where can I see my existing schedules?
- How do I make changes to my existing schedules?
- How can I deactivate a schedule?
- How can I reactivate an inactive schedule?
- I have a question that isn't covered by this article. How can I get assistance?
What are Schedules?
Schedules takes the manual effort out of publishing appointments via Sidebar. You tell us what appointments you want to show as available once and we will apply that into the future, until you deactivate the schedule.
When you create schedules, you let us know exactly what times and days we should publish available appointments onto HealthEngine for your patients to book and for which practitioners these appointments should apply.
You can also manually delete any of the individual appointments that were created by your Schedules using Sidebar or the 'Availability' page in Practice Admin, so you have complete control over what shows on HealthEngine at all times.
How can I access Schedules?
Note that Schedules is only available to practices that do not have an integration with HealthEngine. If you are integrated with HealthEngine, you will not be able to access Schedules.
If you are a non-integrated practice, you can access Schedules by navigating to Practice Admin and logging in to your account. Once logged in, click on the 'Settings' menu item on the bottom-left of the screen. Next, click on the 'Manage Availability' link in the menu that opens.
On the 'Manage Availability' page, there are two tabs - 'Availability', which shows you what appointments are currently available for patients to book on HealthEngine, and 'Schedules' which allows you to create and manage your automatic Schedules.
Click on the 'Schedules' tab to access Schedules.
How do I create a new schedule?
To learn about creating a new schedule, please read our related article about this here.
Where can I see my existing Schedules?
To see and manage your existing Schedules, navigate to the 'Schedules' tab in the 'Manage Availability' section of Practice Admin.
Your active schedules will be listed in a table towards the top of the page called 'Active schedules'.
Any schedules that you created and later deactivated will be listed in a second table below the 'Active schedules' table, called 'Inactive schedules.
How can I make changes to my existing schedules?
To make changes to your existing schedules, find the schedule you wish to update in the 'Active schedules' table and click on the pencil icon to the right of it.
This will bring up the settings for that schedule, allowing you to change them as needed.
Remember: any changes you make to a schedule will only apply for appointments created after that point. As an example, if your schedule publishes appointments 28 days ahead, any appointments from the day you update the schedule up until 28 days later will not be removed or changed as per your changes to the schedule. You will need to manually change these appointments to match the new schedule if required.
How can I deactivate a schedule?
To deactivate a schedule, find the schedule you wish to deactivate in the 'Active schedules' table and click on the cross icon to the right of it.
You will be asked to confirm that you wish to deactivate the schedule; click the red 'Yes, deactivate' button to go ahead with deactivating the schedule.
The schedule should then appear in the 'Inactive schedules' table.
How can I reactivate an inactive schedule?
To reactivate an inactive schedule, simply click the pencil icon to the right of the schedule in the 'Inactive schedules' table.
This will bring up the form to edit the schedule settings. Note that if the schedule was set to run until a certain date, you will need to go into the 'Advanced settings' section by clicking the 'Change advanced scheduling and creation options' link at the bottom-left of the page, then changing the 'To' date to the new end date or to 'Indefinitely'.
Next, click the green 'Update schedule' button on the bottom-right of the page that loads.
The schedule should then appear in the 'Active schedules' table.
I have a question that isn't covered by this article. How can I get assistance?
If you have additional questions that aren't answered by this article, please contact our friendly support team who will be happy to assist you. Simply send an email with your questions to firstname.lastname@example.org and our Support staff will get back to you as soon as possible.