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.
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EnWella does not ship a hard-coded list of visit types. Instead, every event is the combination of an appointment template (which carries name, duration, instructions) and a delivery format (in-person, virtual, hybrid). This article lists the patterns we see in real practices so you can name yours the same way.
Delivery format: in-person, virtual, hybrid
Every appointment template defaults to one of three formats. In-person assumes the patient comes to a location you have configured. Virtual opens an EnWella telehealth room — no Zoom, no app to download. Hybrid lets the patient pick at booking time; useful for follow-ups where either works. The format drives where reminders point ("Join video" vs "Address & directions") and what shows on the front-desk day sheet.
Intake / new-patient visits
Make a separate template (e.g. "New patient intake — 60 min") with the longest duration you reasonably need. Mark it as the only visit type new patients can self-book; existing patients see your follow-up templates instead. The template should have your intake forms attached so the patient gets them automatically when they confirm.
Follow-up and routine visits
Follow-ups are usually 15–30 minutes. Build one template per cadence (e.g. "30-min med check", "20-min therapy session"). Patients with an active care plan can self-book follow-ups within your guardrails (lead time, max forward).
Blocked time and time off
A blocked event sits on your calendar without a patient and removes that slot from booking. Create one for lunch, admin time, conferences, or the half-day you closed for snow. For a vacation, use Calendar → Availability → Time off — it shows up as a single block and prevents anything from being booked across the range.
On-call cover
EnWella does not have an on-call shift type. Nothing on the calendar marks a provider as on call, and messages and calls are not routed by who is on call. Keep your on-call rota where you keep it today.
Recurring series
Any event can be made recurring — weekly therapy, monthly med-management. The series is stored as a rule plus exceptions, so moving one occurrence does not touch the rest. See the dedicated "Recurring appointments" article for the edit-just-this-one mechanics.
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How to start a virtual visit, what every control in the call does, and what gets saved to the chart afterwards.
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.