Clinic Scheduling Software: Managing Appointments & Online Booking in Embodia
Clinic Scheduling Software: Managing Appointments & Online Booking in Embodia
This guide includes
The instructors
Scheduling is at the core of effective clinic operations. With the right clinic scheduling software, you can streamline patient appointment scheduling, reduce administrative workload, and create a more organized, efficient practice.
This guide walks you through how to use Embodia’s scheduling tools to manage your clinic calendar, set availability, and enable online booking - all within a complete practice management platform for clinics.
Embodia’s scheduling features are designed to support real-world workflows, helping you coordinate appointments, automate processes, and improve the patient experience.
The instructors
Embodia is an all-in-one practice management system that lets clinicians and clinic owners power their practice all from one platform.
We are on a mission to transform the way healthcare is delivered by empowering clinicians with the tools, technology, and education to deliver data-driven care, and empower clinics and clinic owners to maximize their success.
Embodia offers an unmatched breadth and depth of services including recorded and live online courses, HEP, telerehab, billing, charting, reporting, scheduling, two-way messaging, and more.
We are committed to building new solutions for an antiquated healthcare system and to helping physiotherapists and rehab pros globally redefine themselves and their expertise in a changing world.
Material included in this guide
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Setting up your clinic
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Video tutorial: Step-by-step onboarding video to set up your clinic
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Video tutorial: A Guided Tour of Embodia
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Welcome to Scheduling on Embodia
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Video tutorial: Onboarding checklist
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Setting up your services
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Setting up your consult settings
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Customizing emails sent for consults
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Sending questionnaires ahead of, and/or after a consult
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Clinic resources
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Setting up your statuses
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Using patient properties
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Practitioner permission to view and manage colleagues' schedule
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General scheduling settings
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Webhooks to communicate with other applications
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Setting up your schedule
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Introduction to setting up your schedule
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Adding your availability
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Make me look busy
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Adding breaks to your schedule
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Your online booking profile
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Country restrictions for online booking
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Connecting to Google Calendar
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Setting up online booking
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Video Tutorial: Online booking
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Introduction to setting up online booking
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Enabling online booking of services
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Setting a subdomain
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Online booking settings - Who can book
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Online booking settings - Sign up form
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Online booking settings - Booking request forms
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Online booking settings - Pooled availabilities
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Online booking settings - Collecting payment information on booking
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Overriding the default call to action
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Editing your clinic portal homepage
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Booking consults
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Introduction to booking consults
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Video tutorial: Clinical cases on Embodia
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Creating a clinical case
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Patient booking under a clinical case
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Scheduling a consult not part of a clinical case
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Using the calendar view
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Additional calendar features
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Calendar settings
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Cancelling a consult
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Multi-practitioner consults
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Changing the consult practitioner
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Classes
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Introduction to classes on Embodia
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Permissions and services
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Scheduling a class
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Recurring classes
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The patient experience
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Cancelling a class
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Multi-location clinics
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Multi-location options
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Multi-location option 1
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Multi-location option 2
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Waitlist
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Video tutorial: Introduction to waitlist management on Embodia
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Adding a patient to your waitlist
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Using your waitlist
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How to manage the clinic waitlist as the clinic manager
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Enable the waitlist feature in online booking
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SMS notifications
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Introduction to SMS notifications
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Connect your Twilio account
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Adding a mobile number to a patient's profile
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Set up SMS (text reminders) for consults
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What's included in SMS reminders
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Viewing the SMS notifications sent to a patient