Describing the services offered at your center

The label “Services” encompasses the different kinds of appointments offered at your Center. Services have a Name (e.g. “First appointment”) and a predefined Duration (e.g. 45 min.).

Establishing a predefined duration for each service helps speed up the process of entering appointments by eliminating the need to enter an end time for every appointment booked. Some appointments might require more or less time than the predefined duration.  For this reason it is possible to override the predefined duration at the time of booking.

Here are some tips to help you set up an easy-to-use and efficient list of services:

1. Your list should include the services that are booked most often as well as those with different durations.


1. Include all types of appointments that are booked most often (i.e. at least twice a week).
2. It is also useful to include the types of frequently booked appointments that have different durations. For example, differentiate the First Appointment from the Follow-up Appointment if the first lasts 45 min. while the second lasts 30 min.

2. If possible, avoid over-differentiating the types of services.


1. If two types of services are similar and have the same duration, it is best to differentiate them only if it is necessary to keep track of the differences between them. For instance, account for two similar kinds of Ultrasound appointments that have the same duration only if the Physician wants to know in advance which kind of Ultrasound was booked or if administration processes them differently.
2. Remember that you can always add information in the Notes section of the booking to specify any particularities about a specific appointment.

3. Include an “Other” entry in your list for less frequently booked appointments


1. A generic field can be used for all appointments that fall outside the pre-established list. Their duration can be indicated at the time of booking. Any further details about the booking can be entered, as mentioned above, in the “Notes section” of the booking itself.

4. The most frequently booked service should be placed first on the list.


1. It will appear as the default selection at the time of booking.


• Specialized clinics (e.g. Dental Clinic, Gynecological Clinic, etc.) may list the services offered directly in the pre-established list.
   
• Centers that offer different kinds of services (e.g. Multi-Specialty Medical Clinics or Health and Beauty Spas) should organize the types of appointments offered into subgroups so that when booking an appointment with a Cardiologist, for instance, the operator will look through only the list of Cardiological services. 

For both of these cases select Manage Services from the Control Panel and then select the example group of services labeled “Specialization.”

The Specialization group contains a few example Services:

SPECIALIZATION

”Example group of services”

First appointment 45 min Follow-up appointment 30 min Treatment A 30 min Treatment B 45 min Treatment C 60 min Other    15 min

Rename “Specialization” with the name of the specialization practiced at your center (e.g. Dentistry) and replace the example services with the ones you offer by simply writing over the existing names. Click Add to add other Services. To remove one of the services, simply delete the text (e.g. by deleting “Treatment C” and then saving, this service will disappear from the list).

Here are the resulting modifications:

DENTISTRY

”List of Services”

First appointment 45 min Follow-up appointment 30 min Simple Extraction 45 min Complex Extraction 60 min Hygiene 45 min Root Canal 15 min Other 15 min

If there are several specializations practiced at your center, you can add new groups of services by clicking Add and then following the instructions above. Assigning Groups of services (services offered) to their respective Resources (the person who performs the service) will be explained in the paragraph entitled “Adding a Resource”.