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.