First and foremost, if a client wants to add a new appointment type to their Aloha account in general, they will need to make it in their EHR and schedule an appointment on their end using that appointment type. Once they do that it should transfer over to Aloha within 24 hours.
If the appointment type has been added to Aloha already then follow the steps below to make sure it shows as available for patients scheduling online:
Ensure that the new appointment type’s schedule is dialed in by going to SCHEDULING > SET APPOINTMENT TYPE SCHEDULES > Click the appointment type > Adjust times > Click Save
a. The appointment type’s schedule should fit within the hours of both the office and provider schedules.
Go to SCHEDULING > SETTINGS > Set Appointment Type Schedules > And select if this appointment type should be scheduled via The Scheduling App or Online Scheduler via the “Scheduling” drop-down menu.
Check if the appointment type’s weighting is dialed in according to the office’s needs.
a. If not, you will need to communicate with the office to determine what the weighting should be.
Verify that the provider that should be seeing this appointment type has scheduling toggled on by going to SCHEDULING > SETTINGS > Click “Set User/Provider Schedules” > Flip the “Schedule” Switch for that provider ON.
Go to SCHEDULING > SETTINGS > Set User/Provider Schedules > Click the Three lines to the far right of the provider > Flip the “Scheduling” switch ON for the new appointment type.
Go to SCHEDULING > SETUP INSTRUCTIONS > Complete tests to see if times are showing as available for the new appointment type. a. Confirm with the client what times should be open if you do not have this information already. b. If times are not showing as available when they should, you can use that same page to troubleshoot why and make any necessary changes.