The following steps demonstrate how to create booking flows for doctors and locums. This is used to get available appointments of the doctors based on the template codes from Oscar:

Step 1: Login to your given admin account on your Cortico homepage (eg. clinicname.cortico.ca)

Step 2: Click on "Settings" from the dropdown menu on the top left corner of the page

Step 3: Click on "Workflows"

Step 4: Add workflow

Step 5: Primary care and accepting new patients

• If the workflow is in primary care or allows new patients, select the box next to them.

Step 6: Workflow type

• Choose workflow type (first available walk in, family doctor, non-rostered)

• First available walk in- Patients will be assigned to the first available doctor

• Family doctor- Patients can only book with their assigned family doctor

• Non-Rostered- Patients can book with any doctor in the workflow

• Specialist- Used for specialist bookings

Step 7: Default Codes

• Add the template codes from Oscar.

• The template code is case sensitive so please follow what's shown in Oscar. (i.e "V" is not equal "v")

• You can add multiple template codes by separating them with a comma

• If you want to find any appointment template code of the doctor from Oscar, you can use the wildcard `*`

• Note: If you add a template code that is a different appointment duration than the template code already there, please let us know at help@cortico.ca 

Please note: Changing the default codes does not retroactively change it for doctors who are already in the workflow. To learn how click here.

Step 8: Default Booking Range

• Select and change the booking range if necessary.

• The default booking range allows patients to book 1 hour and 90 days in advance.

• This can be changed by clicking and typing in the text boxes for days, hours, and minutes.

Please note: Changing the default booking range does not retroactively change it for doctors who are already in the workflow. To learn how click here.

Step 9: Click "Save"

Please note: After making changes, be sure to test booking an appointment as a patient, to ensure everything is functioning as you intend. To learn how to do this, click here.

Up next: Click here to learn more on "Policies" in settings.

Return to main Cortico Settings article.