Visual Book - Limit bookings to New/or existing patients (Flex Only)

Visual Book - Limit bookings to New/or existing patients (Flex Only)

For Flex layout only, we have added an option for Visual Book practitioners to limit if new and/or existing patients are allowed to book under their calendar.

To enable and configure follow the steps below:
  1. Open and login into visual care>admin portal
  2. Goto Visual Book>Options>Schedule Template layout, ensure it says Flex
    (Note if you change this from OPEN there is more setup required. You will be required to redo all appointment mapping and schedule templates for this clinic)
  3. Underneath the above option, ensure “Include the 'New and/or Existing Patients' option in schedule templates” is checked.
  4. Save.
  5. Navigate to settings>users & accounts>manage practitioners.
  6. Here a new section should appear for “New/Existing Patients”.
  7. Need to change existing templates or add new ones to accommodate for the options of “all, existing, and new”.
  8. Then navigate to Visual Book>appointment mapping.
  9. Check to see if any “configuration error” messages appear. If you do see this message it means that the template used goes against the practitioner setting you just changed and will not be used. Remove this template as it will not be used anymore.

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