Practice Management on Embodia - Part 2: Scheduling
Practice Management on Embodia - Part 2: Scheduling
This course includes
The instructors
Overview
This guide explains how to set up and manage consult (appointment) scheduling in Embodia’s practice management platform. Learn how to configure clinic services, set practitioner availability, enable online appointment booking, connect calendars, send reminders, and manage patient appointments.
Follow this step-by-step guide to build an efficient scheduling workflow for your clinic using Embodia’s clinic scheduling software.
In This Guide
This guide covers the key steps required to set up scheduling in Embodia:
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Getting started with scheduling and setting up your clinic
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Configuring Services, Consult Settings, and Patient Properties
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Connecting Embodia to your Google Calendar
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Using the calendar view
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Online booking setup
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Booking and managing consults
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Managing consults (appointments)
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Waitlist management
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Setting up and scheduling classes
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Enabling multi-location
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Practitioner permissions to view and manage colleagues’ schedules
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Setting up SMS reminders for consults
Follow the individual guides to configure scheduling for your clinic. Several video tutorials are included to help you implement each step.
Who This Guide Is For
This guide is designed for rehabilitation clinic owners, administrators, and practitioners using Embodia’s practice management software who want to configure consult (appointment) booking, practitioner availability, and patient scheduling workflows.
Embodia’s scheduling tools help clinics manage appointments, calendars, and automated reminders within a single practice management platform, reducing administrative work and improving patient booking experiences.
Related Embodia Practice Management Guides
You may also find these guides helpful:
The instructors
Embodia is an all-in-one practice management system that lets clinicians and clinic owners power their practice all from one platform.
We are on a mission to transform the way healthcare is delivered by empowering clinicians with the tools, technology, and education to deliver data-driven care, and empower clinics and clinic owners to maximize their success.
Embodia offers an unmatched breadth and depth of services including recorded and live online courses, HEP, telerehab, billing, charting, reporting, scheduling, two-way messaging, and more.
We are committed to building new solutions for an antiquated healthcare system and to helping physiotherapists and rehab pros globally redefine themselves and their expertise in a changing world.
Material included in this course
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Setting up your clinic
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Video tutorial: Step-by-step onboarding video to set up your clinic
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Video tutorial: A Guided Tour of Embodia
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Welcome to Scheduling on Embodia
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Video tutorial: Onboarding checklist
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Setting up your services
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Setting up your consult settings
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Customizing emails sent for consults
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Sending questionnaires ahead of, and/or after a consult
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Clinic resources
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Setting up your statuses
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Video tutorial: Patient properties
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Using patient properties
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Practitioner permission to view and manage colleagues' schedule
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General scheduling settings
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Webhooks to communicate with other applications
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Setting up your schedule
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Introduction to setting up your schedule
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Adding your availability
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Make me look busy
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Adding breaks to your schedule
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Your online booking profile
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Country restrictions for online booking
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Connecting to Google Calendar
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Setting up online booking
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Video Tutorial: Online booking
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Introduction to setting up online booking
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Enabling online booking of services
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Setting a subdomain
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Online booking settings - Who can book
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Online booking settings - Sign up form
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Online booking settings - Booking request forms
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Online booking settings - Pooled availabilities
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Online booking settings - Collecting payment information on booking
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Overriding the default call to action
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Editing your clinic portal homepage
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Booking consults
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Introduction to booking consults
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Video tutorial: Clinical cases on Embodia
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Creating a clinical case
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Patient booking under a clinical case
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Scheduling a consult not part of a clinical case
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Using the calendar view
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Additional calendar features
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Calendar settings
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Cancelling a consult
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Multi-practitioner consults
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Changing the consult practitioner
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Classes
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Introduction to classes on Embodia
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Permissions and services
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Scheduling a class
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Recurring classes
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The patient experience
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Cancelling a class
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Multi-location clinics
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Multi-location options
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Multi-location option 1
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Multi-location option 2
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Waitlist
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Video tutorial: Introduction to waitlist management on Embodia
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Adding a patient to your waitlist
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Using your waitlist
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How to manage the clinic waitlist as the clinic manager
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Enable the waitlist feature in online booking
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SMS notifications
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Introduction to SMS notifications
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Connect your Twilio account
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Adding a mobile number to a patient's profile
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Set up SMS (text reminders) for consults
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What's included in SMS reminders
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Viewing the SMS notifications sent to a patient