Q: Can I backdate an appointment?
A: There is not an option to schedule a past appointment or backdate an appointment, as they are intended to send required paperwork for the upcoming visit upon booking. However, you can create and backdate procedures. This allows for the date and time of the original appointment, and to still document and complete paperwork with the patient as needed.
Procedures are showing the actual encounter with patients, so backdating these is more accurate than backdating an appointment slot on the calendar. When creating a procedure from the web or app, you can select and adjust the date and time of procedure creation if ever needed.
Q: Is there a way to just display services through online booking but not allow the patient to book if the practice needs to?
A: When setting up your services for booking, after choosing if the service is available for online booking, you can also choose to allow patients to only view the service and information, but not be able to book it from the online booking portal.
This is a great use-case for displaying everything that's available and offered through your practice without allowing patients to schedule specific services, and they will be prompted to call your clinic instead.
If you select the Display only Toggle, this is the prompt patients will see when viewing the services to book online.
