Online bookings let you set a default patient form to automatically send after patients book appointments. You can also assign a different patient form to specific appointment types or even opt to send forms only for these specific appointment types. This allows you to customize the information you request from patients, depending on the appointment type they booked.
You can also choose a patient form that Halaxy emails automatically when you create an appointment with that appointment type in your calendar.
Important
To use online booking patient forms, you must first enable both online bookings and automatic patient forms for online bookings.
Use this setting for patients who book themselves through your online bookings page. Halaxy sends them the form after they book.
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Click Settings > General.
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Under the Appointment Settings section, next to Appointment Types List, click View All.
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Click an appointment type from the list.
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In the pop-up, configure the following:
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Allow online booking: Select one of the Yes options. (To learn more about this setting, see this article: Guide to appointment types)
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Online booking patient form: Select the patient form template to link to this fee.
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Click Save.
When a patient books this appointment type online, they receive a link to the assigned patient form.
To remove the linked form template, for Online booking patient form, select Do not send a patient form or Use group default.
Use this setting for appointments you create in your calendar, from a patient profile or from the appointments list. Halaxy emails the form to the patient when you create the appointment.
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Click Settings > General.
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Under the Appointment Settings section, next to Appointment Types List, click View All.
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Click an appointment type from the list.
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In the pop-up, configure the following:
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Manually created appointment patient form: Select the patient form template to link to this appointment type.
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Click Save.
When you create an appointment with this appointment type in your calendar, Halaxy emails the patient the assigned patient form.
To remove the linked form template, for Manually created appointment patient form, select Do not send a patient form.
If the appointment type and its linked fee both have a patient form, Halaxy sends the appointment type's form. If only the fee has a patient form, Halaxy sends that fee's form. See: Assign a patient form to a fee
Important
Halaxy sends this form only when automatic patient forms are turned on in your patient form settings.
Note
Halaxy emails the form when you create an appointment in your calendar, from a patient profile or from the appointments list, or when you move a patient from the waitlist. Halaxy doesn't send it for online bookings, past appointments, or patients without an email address or who have opted out of email.
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