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

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

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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