This time-saving feature eliminates the repetitive task of manually changing the appointment location, and it also ensures that the appropriate reminder templates will also be used.
RESULT: Whenever you create an appointment within the hours set by this schedule, the location will default to your selection and the appointment will use the appropriate reminder templates for physical, online or phone consultations. You can manually change the location for any individual appointment as needed.
Click Personal > Locations.
For the location where you want to edit your schedule, under your name, click the Edit icon.
In the pop-up, for Appointment Location Type, select the default appointment location for this schedule at this practice location.
Whenever you create an appointment within these hours at this practice location, the appointment location will automatically set to the default option you selected in your schedule. You can still manually change the location type for any individual appointment as needed.
Do you have both in-person and telehealth practices? You can create multiple schedules with different default appointment location types as needed. For example, you can have one schedule for your physical office hours and another for your online consulting hours at the same location.