This article will walk you through the process of configuring a Multi-Clinician setup once this has been set up in your PIMS.
On your Vetstoria account, go to Settings > Clinicians
Make sure that:
The 'Allow multiple clinicians per calendar' is switched on
Switch to the 'Clinicians' tab
- Settings > Clinicians > Allow multiple clinicians per calendar - Yes
- Display clinician name - Yes
- Advanced Settings > Display > Display clinician name - Yes
- Advanced Settings > Display > Slot Display > Combined View Only
How to add Clinicians?
First, select your preferred clinician name format for use with your PMS.
This is the matching method vetstoria will use with the information on your PMS calendar, and all added clinicians must follow this format.
There are 2 format types you can choose:
- $$code - $$ is followed by the initials of the clinician. i.e: $$JS, for Dr. John Smith. Everything following the space, is ignored.
This method is the recommended format.
Examples:
a. $$JS
b. $$JohnSmith
c. $$DrJohnSmith
$$name - $$ is followed by the full name of the clinician, including spaces, or can also match on additional information when identifying the code on your PIMS calendar.
Examples:
a. $$Dr. John Smith
b. $$Dr. John Smith 9am to 11am
c. $$JS 9am to 11a
Adding a New Entry
Click on '+Add Clinician' to add the relevant clinician to Vetstoria.
Then complete the following fields:
Name on PMS Calendar: The code or name that is added in your PMS goes here (without $$)
Name displayed to Clients & Branches:
Enter the name of the vet or doctor as you would want your clients to see on the online booking tool. Select the applicable branch or branches they are available to.Excluded Appointment Types:
Exclude any appointment types for this specific vet
Excluded Species:
Exclude any species for this specific vet.
Save your changes
How To Remove a Clinician Entry
- Click the 'Trash Can' icon, (button 5)
- Click Save
If you have any questions or need further help, please use the 'submit a request' form at the top of this page to reach out to our support team.
Comments
Please sign in to leave a comment.