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Practice Management on Embodia - Part 2: Scheduling

Practice Management on Embodia - Part 2: Scheduling

Practice Management on Embodia - Part 2: Scheduling

This course was recorded in July 2023

Welcome to Scheduling on Embodia!

This course will guide you through the Scheduling features available on Embodia.

In this course, you will learn how to:

  • Set up your clinic
  • Set up your schedule
  • Enable and setup online booking
  • Book consults

Scheduling on Embodia is included in Tier 3 Memberships.

There's an opportunity to leave your feedback at the end of the course. However, if you have questions as you go through this course, send us an email at


- Your Embodia Team


The instructors
Embodia Team

Embodia is an all-in-one practice management system that lets clinicians and clinic owners power their practice all from one platform.

We are on a mission to transform the way healthcare is delivered by empowering clinicians with the tools, technology, and education to deliver data-driven care, and empower clinics and clinic owners to maximize their success.

Embodia offers an unmatched breadth and depth of services including recorded and live online courses, HEP, telerehab, billing, charting, reporting, scheduling, two-way messaging, and more.

We are committed to building new solutions for an antiquated healthcare system and to helping physiotherapists and rehab pros globally redefine themselves and their expertise in a changing world.

Course Material included in this course
  • Setting up your clinic
  • Video tutorial: A Guided Tour of Embodia
  • Welcome to Scheduling on Embodia
  • Video tutorial: Onboarding checklist
  • Setting up your services
  • Video tutorial: Setting up your consult settings
  • Customizing emails sent for consults
  • Setting up your statuses
  • Video tutorial: Patient properties
  • Using patient properties
  • Examples of patient properties
  • Practitioner permission to view colleagues' schedule
  • General settings
  • Webhooks to communicate with other applications
  • Setting up your schedule
  • Introduction to setting up your schedule
  • Adding your availability
  • Make me look busy
  • Adding breaks to your schedule
  • Your online booking profile
  • Connecting to Google Calendar
  • Setting up online booking
  • Video Tutorial: Online booking
  • Introduction to setting up online booking
  • Enabling online booking of services
  • Setting a subdomain
  • Online booking settings - Who can book
  • Online booking settings - Sign up form
  • Online booking settings - Booking request forms
  • Online booking settings - Pooled availabilities
  • Online booking settings - Collecting payment information on booking
  • Overriding the default call to action
  • Editing your clinic portal homepage
  • Booking consults
  • Introduction to booking consults
  • Video tutorial: Clinical cases on Embodia
  • Creating a clinical case
  • Patient booking under a clinical case
  • Scheduling a consult not part of a clinical case
  • Using the calendar view
  • Additional calendar features
  • Calendar settings
  • Cancelling a consult
  • Classes
  • Introduction to classes on Embodia
  • Permissions and services
  • Scheduling a class
  • Recurring classes
  • The patient experience
  • Multi-location clinics
  • Multi-location options
  • Option 1: Adding locations
  • Option 1: Setting up your services
  • Option 1: Availabilities
  • Option 1: Patient experience
  • Option 2: Overview
  • Waitlist
  • Introduction to waitlist management on Embodia
  • Adding a patient to your waitlist
  • Using your waitlist
  • How to manage the clinic waitlist as the clinic manager
  • Enable the waitlist feature in online booking
  • SMS notifications
  • Introduction to SMS notifications
  • Connect your Twilio account
  • Adding a mobile number to a patient's profile
  • Set up SMS (text reminders) for consults
  • What's included in SMS reminders
  • Viewing the SMS notifications sent to a patient
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