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

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Please do not follow the instruction in these guides unless you are part of the BETA testing and instructed by MedAdvisor staff.

 

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

Settings.png

 

  • 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

Bookings Calendar.png

 

 

  • Select the booking

Calendar booking.png

 

  • Select More options  and choose Open in Record Services

Open in record services.png

 

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

 

 

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