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Custom Appointment Types Workflow Guide
Custom Appointment Types Workflow Guide

Everything needed to get started with scheduling ANY service for the pharmacy!

Nick Hui avatar
Written by Nick Hui
Updated over a week ago

Looking to schedule more services & appointments? Want to make sure that specialty certified staff are available to provide consults when patients want them? The custom appointments module can help:

  • Increase awareness and demand for pharmacy services

  • Ensure the right staff are available to provide patient services

  • Allow a more predictable workload every day

TABLE OF CONTENTS:


Getting Started


How to: Workflow Implementation

The custom appointment module can be used to schedule ANY service the pharmacy offers from compression sock fittings to cannabis consultations and more.

Compression Sock Fitting

Smoking Cessation

Pharmacogenomics

INR Clinics

A1C Testing

Cholesterol Testing

Cannabis Consultations

Travel Health

Spirometry Appointments

Naloxone Training

Sleep Consultations

Dietary Supplements

Check out some sample workflows below!

Example 1: Travel Health

  1. Increase patient awareness of Travel Health Consultations using traditional advertising, social media and sending emails to patients interested in learning more.

    1. In the MedMe Platform navigate to the Patients Tab and check the box in the upper left corner to select all patients on the visible page. Then click Select all Patients.

    2. Select Send Custom Email and compose a custom message about the travel health service. Make sure to include the MedMe scheduling link to encourage patient self-scheduling.

    3. Leave the box beside 'Include patients who have not provided CASL consent' unchecked and then press Send, emailing all of patients interested in learning more about other services!

  2. For patients inquiring in-person or over the phone, directly book patients in for a travel health consult from the pharmacy-side or send them a scheduling link to allow for self-scheduling.

  3. Customize the automatic reminders text under Virtual Notifications to ensure patients bring any necessary materials or documentation to their appointment.

  4. Complete the travel consultation when the patient arrives in the pharmacy.

  5. Book a follow-up appointment to administer any injections or doses.

Example 2: Smoking Cessation

  1. Increase patient awareness of Smoking Cessation Counselling using traditional advertising, social media or sending emails to patients interested in learning more.

    1. Filter patients to offer targeted campaigns based on public funding eligibility. E.g. In Ontario public funding for smoking cessation is only provided to ODB recipients so filter for patients 65+.

    2. On the Patients tab, open Filter/Sort and change the patient age to filter for patients 65-149 years of age.

    3. Press the blue Apply button at the end of all the filters.

    4. Follow the instructions in Example 1 Steps 1 b&c to finish sending the targeted communications

  2. Book patients in for a smoking cessation consultation if interested and allow patients to self-scheduling by turning Public Intake on in Appointment Type Settings.

  3. Complete the smoking cessation consultation when the patient arrives in the pharmacy.

  4. Book a follow-up appointment to encourage the patient journey and meet follow-up requirements for funding.


How to Set Up a Custom Appointment Type

  1. Navigate to Settings > Appointment Types and scroll to the bottom of the list to find z-Custom Appointment #1 and z- Custom Appointment #2.

  2. The Details tab will allow edits to the name and description of the appointment type.

    1. The Description field text is what patients see on the scheduling page (/schedule).

    2. The Waitlist Description field won't be used and can be left blank.

  3. Click the dark blue Save button in the top right corner of the screen to save changes

  4. Optional - From the General tab, can toggle ON Enable Public Intake for this Appointment Type. This allows patients to book themselves in directly for this appointment from the scheduling page (/schedule). Make sure to set calendar availability before turning intake on!


How to Set Up a Custom Video Appointment Type

  1. Once in Settings navigate to Appointment Types and locate z-Custom Appointment #3 - Video.

  2. The Details tab will allow edits to the name and description of the appointment type. --

    1. The Description field text is what patients see on the scheduling page (/schedule). The Waitlist Description field won't be used and can be left blank.

    2. Tip: Include video or virtual in the appointment name to make sure patients and staff understand this is a virtual consultation.

  3. Edit the Virtual Notifications section to customize messages that are sent to patients.

  4. Click the dark blue Save button in the top right corner of the screen to save changes

  5. Optional - From the General tab, can toggle ON Enable Public Intake for this Appointment Type. This allows patients to book themselves in directly for this appointment from the scheduling page (/schedule). Make sure to set calendar availability before turning intake on!

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