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:

If you haven't already, please log in to your given admin account on your Cortico homepage (e.g. [clinicname].cortico.ca/sign_in).

After your successful login, click on the "Settings" tab on the left-hand side and go to "Workflows".

1. Click on "Add workflow"

2. Primary care and accepting new patients: If the workflow is in primary care or allows new patients, select the box next to them. 

3. 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 (MRP)

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

   • Specialist: Used for specialist bookings

The other options listed with "Premium" are specific configurations for our Premium + Elite packages.

4. 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 to "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 from 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.

5. 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.

6. 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: Settings - Policies

Return to main Cortico Settings article.