The Appointment Types page shows each provider’s appointment types and allows offices to update settings, such as appointment duration and whether patients can cancel or reschedule each appointment type in the SKED app.

In SKED, navigate to Settings > Appointment Types to get started.

Standalone Offices: This is where you can create new appointment types and duplicate, delete, and edit their settings.

During onboarding, SKED pulls in all existing appointment types from your system. After installation, however, new appointment types sync into SKED differently depending on your EHR:

At the top left of the Appointment Types screen, you’ll see a silhouette icon labeled Provider or showing a provider’s name. Click the icon to open a dropdown menu to select a different provider or view all appointment types across all providers.

If you would like to allow your patients to confirm their appointments through SMS, click the checkbox at the top of the page. You’ll need to include a phrase in your appointment reminders, such as “Reply ‘C’ to confirm your appointment,” so patients know to reply. The appointment will appear as confirmed in the appointment details pop-up and will have a thumbs-up icon on the appointment card in the calendar.

You can manage various settings for an appointment type by clicking its name on the appointment types page. Once an appointment type is selected, a pop-up will appear where you can make your changes.

Note: Remember to save your appointment type settings with the save button at the top right of the pop-up window.

In the appointment editor pop-up, click the text box at the top and type in your new display name for the appointment type. These appointment names will appear in the SKED App, so it is recommended to update them to ensure patients understand exactly what they are.

To edit the duration of an appointment type, open the appointment type editor and locate the “Duration” section. Use the arrows to select the appointment duration, or use the text bar to enter the appointment duration in minutes.

To limit how close to closing time appointments can be scheduled, check the box, then use the arrow keys or type the number of minutes before closing that appointments can be booked. For example, if your Adjustment appointment type is a 15-minute appointment and you close at 6 p.m., adding a 15-minute closing limit will show the last appointment time as 5:45.

If you wish to allow patients to cancel appointments for this appointment type, highlight the checkbox by clicking it in the appointment type editor.

You can add a limit to how close to the scheduled appointment time a patient is permitted to cancel an appointment by highlighting the checkbox by clicking it. Then use the text cells or arrows to set the cancellation window. If your office requires a 24-hour notice to cancel appointments, you can add that amount of time that way the patient has to reach out to you via phone or text to cancel it. The cutoffs can be added in either minutes, hours, or days.

If you wish to allow patients to reschedule appointments of an appointment type, highlight this checkbox by clicking it on the appointment type editor.

Tip: If you only want patients to be able to reschedule an appointment a specific amount of times, you can add a limit on the Mobile App Settings page.

You can set a custom limit for how close to the original appointment time a patient can reschedule. Enable this feature by checking the box, then use the arrow keys or type in the rescheduling limit.

For example, if an appointment is scheduled for 4:00 p.m., and you don’t want them to be able to reschedule it after 2:00 p.m., you can add a 2-hour rescheduling cutoff.

For an appointment to appear in the SKED app, the appointment type must have the “Can See” box checked on the Appointment Type page. Most active appointment types should have “Can See” enabled. However, you’ll want to leave this unchecked for back-office or internal appointment types, such as billing codes, that shouldn’t be visible to patients.

If your office uses care plans, check this box for any appointment type that counts as one in the care plan. For example, you’ll want to ensure this is checked for any adjustments as well as re-exams and re-exam reports.

If you would like to limit how soon patients can schedule appointments of this type, highlight the checkbox in the appointment editor by clicking it, and then you will need to set a cutoff limit by using the arrow keys next to the units of time provided, or clicking the text cells and typing in the numbers you wish to limit the schedule's cutoff by.

For example, if it’s 2:00 p.m. and you want the earliest available appointment to be 2:30 p.m., set a 30-minute scheduling cutoff.

To edit the appointment type color, click the colored rectangle at the bottom of the appointment type editor. A new popup window will appear, where you can either use the color scale box to set a specific color or type in color values for your desired color and shade for the appointment type.

If you wish to duplicate appointment types, hover over the appointment types from the menu until a checkbox appears to the left of it. You can select multiple appointments at the same time. Then, once you have selected the desired appointment types, click on “Duplicate selected” from the ‘Actions’ dropdown menu.

Please reach out to the Support Team to remove any appointment types from the SKED Admin.

If you click on any appointment type, a menu will open where you can check or uncheck settings.

That means that patients will be able to see that appointment in the SKED app if it’s scheduled for them. You may want to uncheck this box for appointment types that are internal codes like billing or collection appointment types.

Yes! While this functionality isn’t available for offices, the Support team can assist!

This could be EHR-specific, but most of the time, it is because that appointment type was hidden in the past. The Support Team can assist you in unhiding it or pulling in a new appointment type.

When this feature is turned on, it allows the office to ask patients to confirm their appointments by replying with “C” in a text message. If they reply with a “C”, it will update the calendar with a thumbs-up icon and when the appointment information is pulled up, it will have a thumbs-up icon there.

It will show that name if the appointment type placeholder is used in the app for scheduled appointments and when scheduling appointments.

This helps offices ensure that patients never schedule particular appointment types too close to closing time. For example, if an adjustment is 15 mins and the office closes at 6, a 15-minute closing limit would ensure that the last available appointment time is 5:45.

Yes! Check the Reschedule box, then go to Settings > Mobile App Settings to update the Reschedule Limit.

Yes! You can use the Enable Cancel Cutoff option to choose the time before an appointment when a patient cannot cancel.

Yes! You can add a 1-day Cancel Cutoff and Reschedule Cutoff limit to any of those appointment types.

Yes! You can click Enable Schedule Cutoff and choose how much of a buffer you want. For example, if you have a 30-minute cutoff and it’s 2:00, the first appointment slot that the app will show will be 2:30.