Healthengine's new 'Practitioner First' booking flow option now allows practices to determine if they would like their patients to select a specific practitioner, as an added step during the booking flow!
By default, this feature is turned off as it adds an additional step to the booking flow, which we understand many practices may not want!
Contents
Enabling the Practitioner First Booking Flow
To begin using this feature, you will need to enable it from your Healthengine Practice Admin portal. Once you have logged in, navigate to the Appointments Setup tab, and then Appointment Settings.
At the top of this page, you will see a section titled 'Practitioner Selection Prompt', where you'll be able to enable the feature via a drop-down menu.
As seen above, there are three options that you can choose from here:
-
Do not display prompt
- By default, this is our current flow
- If left as such, the practitioner selection page won’t show
-
Display prompt with optional selection
- If you select this, the option of ‘any practitioner’ will be available to patients to choose from, rather than a specific practitioner
-
Display prompt with required selection
- If you select this, selection of a specific practitioner is mandatory for patients to complete their booking
The Patient Experience
As it stands, the default Healthengine booking flow will ask patients to select an appointment time, then type, then provide their details to complete their online booking. In doing so, patients may not be guaranteed an appointment with their usual treating practitioner.
By adding the option of selecting a practitioner during this flow as well, patients can rest assured that booking with their usual practitioner just got a whole lot easier!
Below, you'll find a more detailed breakdown of each flow and how it will look for patients.
Practitioner Selection Mandatory
- Patient visits the practice profile, and selects a time on the booking widget whilst the 'All practitioners' option is still set.
- As usual, the 'About this practice' page will show to the patient.
- The new 'Select Practitioner' page is then displayed, first showing the practitioners available at the time selected by the patient at the top, whilst also listing all other practitioners and their next availability (if any).
With this being the mandatory option, patients must select a practitioner here to continue with making their booking.
- Once a practitioner has been selected, the usual booking flow resumes, however we can now see the selected practitioner is clearly displayed on the left for the remainder of the flow.
If the selected practitioner has any Practitioner Policies set, they will display here to be consented to before continuing.
Practitioner Selection Optional
- With the practitioner selection set as option, the flow is essentially the same as above but with the option for ‘Any practitioner’ displayed at the top.
Selecting this will resume the standard booking flow and will randomly assign the appointment to an available practitioner as per current process.
If you experience any issues, need assistance with making changes, or would like to organise some time to run through this feature, please reach out to our friendly Healthengine Support Team via phone, live chat or email support@healthengine.com.au.
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