Scheduling
Availability, recurring slots, blocked time.
Articles
Set your availability
Recurring weekly templates, single-day overrides, and time-off blocks.
Recurring appointments
How to schedule a series for a patient and what happens when one needs to move.
Configure patient self-booking
Decide what visit types patients can self-book, with what guardrails.
Visit types, formats, and what each one schedules
A reference for every type of slot you can put on the calendar — in-person vs virtual vs hybrid, intake vs follow-up, blocked time, and recurring series.
Conduct a telehealth visit — the room, the controls, the record
How to start a virtual visit, what every control in the call does, and what gets saved to the chart afterwards.
Appointment requests: triaging the booking queue
Where appointment requests come from, the approve / decline flow, and how to keep the queue from becoming a backlog.
In-visit patient widgets: surveys, screeners, and cognitive tests
Push a PHQ-9, GAD-7, or Conners CPT 3 to the patient mid-call without taking over the visit. Live partial scoring, queue, recall, and direct attach to the chart.
Calendar: interface overview
Navigate the calendar, understand the views, and manage appointments.