Appointment Name

 This is visible to patients when self-scheduling is enabled.

Category

Group appointment or 1:1?

• Let your implementation manager know if you’d like the group appointment feature enabled.

• Group webinars have a limit of 500 attendees, including the facilitators. The member limit is set during the creation of the Appointment Type. 

• Only the host can view/hear other members in the webinar unless host grants the permission.

• Fold has a limit of how many webinars can take place simultaneously.

• Webinars cannot be self-scheduled.  

Description of the Appointment

This is only available in the appointment type list. Use this to describe the date you created an appointment type or the date you edited it.

Appointment Duration

Mode

 Virtual or At Clinic?

Visit Type

 Routine or AWV?

How should Fold show the list of providers when this appointment type is being scheduled?

 User Roles: Appointment can be booked with any user assigned to the selected user role(s). You can select multiple user roles.

 Providers: Appointment can be booked only with the specific provider(s)
you list here. The provider must be added as a user to Fold before you can select them here.

 Care Team: Appointment can be booked only with the patient’s assigned care team member(s) who have the role that you select. You can only select one Care Team role. Care team members are assigned on the patient profile.

On which days of the week and time(s) is the appointment type applicable?

Since the schedule already obeys the availability of the provider, you can use this configuration if you need to limit the options for this appointment type (e.g., Fridays from 1-4pm).

Allow Self-Scheduling? 

Checking this box will allow patients to self-schedule using the app or portal AND will allow the staff to send booking links for this appointment type. Options:

Yes, allow self-scheduling:

• Indefinitely into the future OR within ___ days in the future and ___ days from current time (90 days max)

• Applicable for all members OR Selected members (can be based on a Population Group or an Employer)

 No, do not allow self-scheduling

Require confirmation/RSVP for this Appointment Type?

Yes – Enabling RSVP means that when an office staff member initiates an appointment, the patient will need to confirm the appointment before it is put on the schedule. The appointment remains in Pending status and will show up in the Fold schedule as such until a patient RSVPs, however, the appointment slot will not be blocked nor show up in the EHR. If the appointment was self-scheduled by the patient, selecting “Request a response” will require the provider to confirm their availability for that appointment, which will also cause the appointment to remain in pending status. Once the provider moves the appointment from Pending to Booked status, it will be blocked and sync to the EHR.

 No – Patient does not need to RSVP and when the appointment is made by either he patient or the staff member, it immediately moves into a “Scheduled” status and syncs to the integrated EHR (if one exists).

Limit cancel and reschedule time?

 Yes, limit cancel or reschedule time:

• Invitees can cancel until the time of appointment OR up to ____ mins/hours/days/weeks before appointment time

• Invitees can reschedule until the time of appointment OR up to ____ mins/hours/days/weeks before appointment time

 No, do not limit cancel or reschedule time

Instructions for staff

Allows you to “hard code” instructions to the staff based on appointment
type (e.g., send registration forms for a new patient visit). These are internal only.