Introduction
This entry describes the process of partner booking within the system. This function allows users with the appropriate permissions to record appointments in the calendar on behalf of an external partner.
This process ensures that bookings made within the framework of a partnership are entered into the system in a separate and traceable manner.
Main Content
Verifying Permissions
To use the partner booking function, the user must have the appropriate permissions.
This can be activated within the Admin users menu, on the editing interface of the specific user. If the permission is active, the user will see the corresponding tile on the home page of the administration interface.
Starting a Booking
The booking process consists of the following steps:
Click the Book to partner button/tile on the administration interface home page.
On the appearing interface, select the institution where you wish to record the partner booking.
Select the desired Qualifications, Doctor and Service from the list.
Note: Only examinations that have been previously activated for the specific partner in the traffic channel settings will appear in the list.
In the calendar view, find the available time slots, which the system marks in green.
Click on the selected time slot, then click the Start the reservation button.
Registering a Patient
After selecting the time slot, the patient selection window will open:
Search for the patient in the list by name or identifier.
If the patient is not yet in the system, record their details using the Add new patient option.
Follow the on-screen instructions until saving to finalize the booking.
Tips
Tip: If you do not see a specific examination in the calendar, check if the institution has enabled it in the partner's column under the traffic channels menu.
Tip: Partner bookings are automatically flagged by the system, making them easily filterable in later statistics.
Summary
Access to the function requires "Partner booking" permissions in the user profile.
The process starts with the Book to partner tile on the main page.
Bookings can only be made for pre-activated examinations and available (green) time slots.
Completing the booking requires selecting an existing patient or registering a new one.
FAQ
Where is the book to partner button located?
Where is the book to partner button located?
It is located as a separate tile button on the home page of the administration interface, provided the user is authorized to use it.
Why don't I see any time slots in the calendar?
Why don't I see any time slots in the calendar?
Ensure that there are active available time slots for the selected qualification or doctor, and that the specific service is checked in the partner column.
Can the partner book directly?
Can the partner book directly?
Yes, provided the partner's user has the necessary permissions, they can record bookings by following the described steps.