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Requiring patients to select an appointment reason (presenting issue) when self-booking appointments
Requiring patients to select an appointment reason (presenting issue) when self-booking appointments
Updated over a week ago

When a patient self-books an appointment, the TELUS Collaborative Health Record (CHR) eBooking site can require them to select the primary reason for their visit. The presenting issues offered to patients activate eBooking-enabled appointment types (services) (see Creating presenting issues (reasons for visit)). When a patient selects a primary reason, the associated presenting issue is applied to the appointment in the CHR.

Asking the patient for their presenting issues is useful for determining the time required for their appointment. For example, the presenting issue of "Annual Physical" may require a 20 minute appointment, while the "Rx Refill" presenting issue may require only 10 minutes.

You may also find it helpful for initial appointments and for linking Qnaires. For example, an initial consultation appointment type may ask the patient to fill out a general history questionnaire, while a presenting issue of "Knee Pain" may require the patient to fill out a knee pain questionnaire. This enables you to get as much information about the patient's medical history/issue in advance of the appointment.

Steps

1. From the main menu, click Settings > Scheduling.

2. Click the Extra tab.

3. In the Display Presenting Issue Selection (eBooking) list, choose to either Enable or Disable this option.

4. Click Submit.

5. Refresh your browser for the changes to take effect.

Tags: e-booking, online booking, eBooking, self-booking

Updated December 30, 2021

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