Calendar - How to manually link a service form to service bookings

March 03, 2025 00:17

MedAdvisor for Pharmacy allows you to manually link an existing service form to a booking type. Please follow these steps:

Select the Settings icon and choose Calendar Settings

Select the Services tab

Calendar Settings services.png

Scroll down to locate the service you would like to link to bookings and select the pencil icon to edit

Services edit pencil.png

The Edit service pop-up will appear. Select the Form type drop-down

Service form type.png

Select which form type you would like to link

form type select.png

Select Save

Edit service save delete service.png

When patients book for this service, the form will be linked in the patient booking on the calendar.

Select Bookings in the menu and select Calendar

Select the booking

Select More options and choose Open in Record Services

The linked service form will open automatically, with the patients' details filled out.