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πŸ“‹ Setting up Bookable slot types and adding slots to your appointment book (EMIS)

This article will walk you through how to set up the Bookable slot type and add Bookable appointments into your diary for us to display on the website.

Written by Dami Adisa
Updated yesterday

How does it work?

Bookable works by identifying specific slot types in your EMIS appointment book and making them available for patients to book.

To enable this, you’ll need to:

  1. Create the Healthtech-1 slot types

  2. Assign these slot types to appointment slots in your appointment book

During the onboarding, you will be shown how to create the slot type so you can whiz to the second part of this article. However, if you missed it, here's how πŸ‘‡


1. Head to EMIS, click 'Appts Config', 'Slot Types' and click 'Add...'

2. Set up Face to Face slot types in your appointment book and complete as shown in the screenshot below.

πŸ’‘ Note

  • Make sure you use the slot name exactly as stated - you can copy this: "Healthtech1 Not Bookable F2F"

  • Please do not set appointment embargos.

3. Then set up Telephone slot types in your appointment book and complete as shown in the screenshot below.

πŸ’‘ Note

  • Make sure you use the slot name exactly as stated - you can copy this: "Healthtech1 Not Bookable TC"

  • Please do not set appointment embargos.

And it's as simple as that - you've created the slot types πŸ‘


How to add slots for patients to book?

You can either update existing slots or edit your session templates.

Option 1: You can make ad hoc changes to to the slots already in your appointment book by:

  • Highlighting the slots you wish to change

  • Right clicking your selection and select "Slot properties..."

  • Change the slot type to "Healthtech1 Not Bookable F2F or TC", make sure no embargos are set and hit "OK"

Option 2: You can update your session templates to make permanent alterations to future sessions by:

  • Going to "Create Session"

  • To edit an existing template, click "Load from template"

  • Then search for and select the session you want to edit

  • Highlight the slots that you'd like to change, right click, and select "Slot properties"

  • Change the slot type to "Healthtech1 Not Bookable F2F or TC", make sure no embargos are set and click "Apply and Close"

  • Repeat as you wish and when happy choose "Save template". Any future sessions you create will have the new layout including Bookable slots!

  • Repeat these steps for all the session templates you want to make changes to

If you have any questions, or need a hand with creating or adding slots, please get in touch with us via [email protected] ✨

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