Why set scripts by appointment type?
Each appointment type can have its own reminder script, so patients get instructions that fit their visit.
Example: For a Blood Work appointment type, the script can tell patients what to bring or do before they come in. A general check-up or new patient visit can use a different script.
How do appointment types sync from external systems?
Appointment types in Updox can originate from external EHR systems like Amazing Charts or Elation. Understanding how these systems interact with Updox is crucial for managing appointment types effectively:
Amazing Charts: Appointment types are created in Amazing Charts and then automatically synced to Updox.
Elation: Appointment types are generated in Updox based on actual appointments created in Elation using specific Reason and Mode fields.
How do I edit an appointment type?
In the Inbox, select Admin (top right).
Select Scheduling.
Select the Appt. Types tab.
Select the appointment type you want to edit.
Make your changes (see the table below).
Select Save at the bottom.
Note: If your practice uses Amazing Charts or Elation, ensure the appointment type exists in those systems and has synced to Updox before attempting to edit it.
What can I change for each appointment type?
Setting | What it does |
Appointment Type name | Changes the name of the appointment type |
Script | Chooses which reminder script is sent for this appointment type |
Don’t send reminders for this type of appointment | When checked, no reminders are sent for this appointment type |
Patient can View/Select | When unchecked, patients can’t choose this appointment type when they self-schedule |
How do I stop reminders for one appointment type?
Go to Inbox > Admin (top right) > Scheduling > Appt. Types.
Select the appointment type.
Check Don’t send reminders for this type of appointment.
Select Save.
Note: For Amazing Charts users, create the appointment type in Amazing Charts first and wait for it to sync to Updox before disabling reminders.
Synchronizing Appointment Types from Amazing Charts and Elation
Amazing Charts
Create the desired appointment type (e.g., "Surgery") in Amazing Charts.
Allow the new appointment type to sync automatically to Updox.
Navigate to
Admin > Scheduling > Appointment Typesin Updox.Select the newly synced appointment type and configure its settings as needed.
Elation
Create an appointment in Elation using the desired Reason and Mode fields (e.g., "Wellness Wrap-Up").
The appointment will sync to Updox, and a corresponding appointment type will be created automatically.
Navigate to
Admin > Scheduling > Appointment Typesin Updox.Edit the newly created appointment type and assign the desired reminder script.
How do I stop patients from self-scheduling an appointment type?
Go to Inbox > Admin (top right) > Scheduling > Appt. Types.
Select the appointment type.
Uncheck Patient can View/Select.
Select Save.