eAppointments: Create and Add Appointment Reason for Providers

Each provider can have its own unique appointment reasons. The practice can use the reasons from the available list or create their own reasons.

Create an Appointment Reason

1. Within the eServices portal

2. Go to Menu  > Practice Management

3. Select eAppointments Management

4. Select Providers Reason List

   1. Surgery Name: Select the practice from the list

   2. Practitioner Name: Select the Provider from the list

   3. At Add reason from list

      1. Select Add 

      2. Enter the reason
      3. Select Add
         

Note: For Enterprise practices, place a tick at Link Reason to organisation if you want the reason to be shared with all your practices.

Add to Reason to Provider

1. Within the eServices portal

2. Go to Menu  > Practice Management

3. eAppointments Management

4. Providers Reason List

   1. Surgery Name: Select the practice from the list

   2. Practitioner Name: Select the Provider from the list

   3. Select an Appointment Reason from Add reason from list and click the Plus icon (a maximum of 20 reasons for each provider)

   4. Change the duration of the appointment by using the -/+

   5. Click Save
      
      
   6. Reasons can be deleted or modified within Active Reasons

   7. Repeat until all Providers and Reasons are setups as offered at the Practice