1. Create a Direct Scheduling Questionnaire for each Appointment Type (optional).
   
2. Enable Direct Scheduling for each of the following and add Patient-Facing information.

• Appointment Types
• Facilities
• Resources
• Slots

3. Incorporate Direct Scheduling into any applicable Schedule Builds.
   
4. Add any Scheduling Rules that should apply to Direct Scheduling.

Direct Scheduling Questionnaire

• The Direct Scheduling Questionnaire must be created before it can be added to the applicable Appointment Type(s).
• Questionnaires are not mandatory, but help control who schedules Appointments through Direct Scheduling.
• See Add a Direct Scheduling Questionnaire for more information.

Appointment Type

To learn how to add/modify an Appointment Type, see: Appointment Types: Add/Delete/Expire.

1. Select the Enable Direct Scheduling checkbox.
2. Questionnaire: Choose the desired Questionnaire from the dropdown, or select None.
3. Patient-Facing Description: Enter the Appointment Type that the Patient will see when Direct Scheduling.

• Note: This should be a friendly name that a Patient would recognize.

4. Patient-Facing Details: Enter any additional information that the Patient may need to schedule using this Appointment Type.

• This will show up as a subtitle under the Patient-Facing Description in the Direct Scheduling portal.

5. Patient Instructions: Enter instructions for the Patient.

• Example: Remind the Patient to bring their Insurance Card to their Appointment.

6. Complete the remaining fields and select Save [F2].

Facilities

1. Select the Enable Direct Scheduling checkbox.
2. Patient-Facing Description: Enter the name of the Facility that the Patient will see when Direct Scheduling.
3. Address: The address will be visible to the Patient when Direct Scheduling.
4. Complete the remaining fields and select Save [F2].

Resources

Group Resources are not supported in Direct Scheduling.

1. Select the Enable Direct Scheduling checkbox.
2. Patient-Facing Description: Enter the name of the Facility that the Patient will see when Direct Scheduling.
3. Complete the remaining fields and select Save [F2].

Slots

To learn how to add/modify slots, see: Create Slot Types.

1. Select the Enable Direct Scheduling checkbox.
2. Select at least one Appointment Type that has Direct Scheduling enabled.

• Note: You can select a combination of Directly Schedulable and non-Directly Schedulable Appointment Types on one Slot.

3. Complete the remaining fields and select Save [F2].

Scheduling Rules

The System does not allow patients to schedule an appointment less than two hours in advance.

• Scheduling Rules are adjustable guidelines set by the practice to manage patient self-scheduling through the System in POPS:
  

• Rules can be set to manage how far in advance an appointment can or should be scheduled.
• Scheduling Rules prevent overbooking.
• Rules aid in managing resource allocation.
• Configure scheduling for various appointment types

• See Scheduling Rules to configure patient scheduling.