Welcome to Cortico's Knowledge Base

Official Cortico Product information for customers and users.

Cortico Common Questions

How do I add in-clinic, phone, or video appointments for a doctor?

Steps on how to enable in-clinic, phone, or video appointments for a doctor.

Updated 4 days ago

You can add or remove a doctor from in-clinic, phone, or video appointment bookings in Cortico Staff Settings. This is done by adding the template code(s) to the applicable fields.

For example, if you have template code "1" in the phone field, the doctor will be available for phone appointment bookings.

Image

If you'd like the doctor to also offer in-clinic appointments, add template code "1" or another template code to the clinic field. The doctor is now available for phone and clinic appointments bookings.

Image

Steps:

1. Login to your clinic domain (clinicname.cortico.ca) with your Cortico login. (Contact help@cortico.ca if you do not have one.)

2. Go to Menu > Settings

Image

3. Click Staff

Image

4. Scroll to the doctor and click the pencil icon beside their name.

Image

5. Click "Edit"

Image

6. Under each workflow, you can add or remove template codes. Save after making any changes.

In this example, I've added template code "1" to the phone field. So this doctor will now be offering clinic and phone appointments.

Image
Previous

Mass Email Service

Next