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Practice Management on Embodia - Part 2: Scheduling

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  • 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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