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Here at Genie we are excited to release the newest product in our suite of Advanced Extras - Specialist Bookings, powered by HotDoc. This tool will enable your patients to book appointments at your practice via the HotDoc website or app. These appointment bookings will then seamlessly integrate into your Genie Appointment Book, freeing up time in your day while allowing you to continue to deliver exceptional patient care.
Before you begin
This product is currently available for our early adopters and will be available for general release in due course pending additional testing. If you have any questions regarding HotDoc configuration or you would like to register your interest for this product, please visit our website.
The following steps are required to be completed to ensure Genie is configured correctly to use Specialist Bookings correctly.
In order to successfully utilise this new product, you will need to be on the latest version of Genie v9.3.7. When you are on the latest version, there will be a component that runs on your server that helps sync your Genie appointments with the HotDoc system. Please see our updating Genie article for instructions on how to do this.
Click on the button within your Genie Appointment Book to open the Advanced Extras window in your default web browser. If you are currently using Online Patient Registration, click on the cog option in the top-left to open the settings window. If you do not currently use any Advanced Extras as of yet, you should see the below settings window upon clicking the Advanced Extras button.
Click the Enabled button to enable Specialist Bookings in Genie.
In order for appointments to sync automatically into your Genie Appointment Book, you will need to ensure the following two steps have been completed.
In the Appointment Book, navigate up to the Type drop-down and choose Modify.
Within the window that appears, choose which appointment type/s you wish to be visible to patients on the HotDoc system. If you would like to create a new appointment type specifically for online patients, click the Add Type button. With the appointment type highlighted, ensure the Make Available Online checkbox has been ticked, then click OK to close this window.
Once your appointment types are available online, you can schedule them in your Appointment Book at a time convenient to your doctors. These can be set up as either Appointment Schedules or Non-patient Appointment Types.
You can switch to the scheduler view by clicking the icon in your Appointment Book. For further steps on how to set up your appointment book, please see the below articles for assistance.
Please note: Currently Specialist Bookings is unable to differentiate between different appointment types in Genie, i.e. if you have New Patient and Followup Appt Types both available online, a patient will be able to book either appointment option in any applicable appointment slot that has been made available online.
After you have configured your Genie software, you can begin to set up your HotDoc Dashboard and Sidebar so you are ready for patients to book appointments online.