Overview

The Batch Update Settings tool allows pharmacy teams to update the settings of many appointment types simultaneously. This streamlines configuration changes and reduces repetitive manual updates.

Tip: Ideal for applying uniform changes across many appointment types quickly.

What Can Be Updated

The following appointment type settings can be updated in bulk:

Public Intake
Walk-In
Allow Patients to Reschedule
Duration
Booking Window
Calendar Assignment

When to Use Batch Update

Use Batch Update Settings when:

Enabling Public Intake for multiple appointment types
Setting a standard duration (e.g., 15 minutes for all Minor Ailments)
Removing outdated calendar assignments across services

For Instance: During flu season prep, use batch updates to assign a “Flu Calendar” to all related appointment types.

How to Use Batch Update Settings

Step 1: Open the Appointment Types Page

Navigate to Settings > Appointment Types.
Use the checkboxes on the left to select desired appointment types.
To select all, use the checkbox at the top of the list.

Step 2: Filter and Search

Use the Search field to locate specific appointment types.
Selections will be remembered while navigating the list.

Step 3: Click "Batch Update Settings"

Once all relevant types are selected, click Batch Update Settings.
A side drawer will open.

Step 4: Choose the Setting to Update

Select the setting to update and choose the new value.

Please Note: The drawer will not display the current setting values of the appointment types selected.

Step 5: Click "Submit"

Once satisfied with the new setting, click Submit.
Repeat the process for other settings or close the drawer.

[Insert GIF of the process]

Notes on Calendar Assignment

When assigning or unassigning calendars in bulk:

If a selected calendar was already assigned, it remains assigned.
Other existing calendars for an appointment type are not removed when assigning new ones.
If unassigning calendars that were not originally linked to an appointment type, no changes will occur.

Reminder: Always click Submit to confirm calendar changes.

Notes on Appointment Duration

Batch update allows configuring durations for 1 to 6 patients.
Some appointment types do not support multi-patient bookings, but the options will still appear.
Multi-patient durations may not display in the standard appointment settings page afterward.

🔵 Please Note: This setting is best used when all selected appointment types share a compatible duration model.

Troubleshooting Errors

If an error occurs, an error message will display with helpful context.
For general errors:
- Refresh the page
- Ensure the user is still logged in

Warning: If the issue persists, contact MedMe Support for assistance.

Conclusion

Batch Update Settings is a powerful tool to streamline configuration across many appointment types. Use it for efficient setup changes and save valuable time during onboarding or seasonal shifts.

For help or support: