Streamlining your booking process with Surgery-Led Appointment Booking (BETA)

Learn to use Appointment Booking Links to send secure, automated SMS invitations that empower patients to self-serve, reducing call volumes and streamlining clinic management.

  • Tier: Advanced
  • Duration: Up to 20 minutes
  • Online study
  • Self-printed certificate

Current Status

Not Enrolled

Price

Free

Get Started

Course description

The Surgery-Led Appointment Booking course introduces a powerful way to streamline your appointment booking process by inviting patients via a unique SMS link, empowering them to book, check, reschedule, and even cancel their own appointments at their convenience.

You will learn how to define specific appointment sessions for booking, send invitations to individual patients, and efficiently manage large-scale clinics by sending booking links to multiple patients at once. By embracing this feature, you can significantly reduce administrative time spent on the phone, free up your phone lines for more urgent queries, and improve the overall patient experience.

Learning objectives

By completing this eLearning, you will be able to:

  • Confidently invite an individual patient to an appointment using a booking link.
  • Successfully invite multiple patients to an appointment using a booking link.
  • Describe the patient journey when receiving and using a booking link.
  • Utilise the appointment booking reports page to monitor uptake and analyse trends.

Once you have completed all the lessons and successfully passed the assessment(s), you will receive a certificate that you can print out and include in your Personal Development portfolios.  

At present, this feature is not available for SystmOne customers.

Who is it for?

  • Clinical staff who manage appointment clinics.
  • Admin staff who manage booking processes.
  • Practice managers who want a view of the feature’s use within their surgery.

Course structure

This eLearning course uses progressive lessons to build knowledge. Lessons may include supporting images, interactive demos, or videos. Lessons can be taken in any order and paused/resumed at any time.

Assessment and certification

This self-paced course has no deadline. Some courses include a final test with a required pass mark for certification. Upon passing, learners receive a downloadable certificate for personal development portfolios.

Navigation help

For detailed guidance on navigating the eLearning lessons effortlessly, explore our comprehensive instructional course. This course provides step-by-step instructions and tips to enhance your learning experience.


Lesson Resources

Included below are links to further, more detailed information about the various elements of Surgery Insights. Just click the images for quick access. Enjoy!

Guides and Resources:

Surgery-Led Appointment Booking Links Guide

Phonebar Set Up Essentials: Fast Track to Clinical Integration Course

Course Content

Inviting individual patients with a booking link
The bulk booking process
The patient booking experience
Reporting features included with booking links
Course assessment

Ratings and Reviews

0.0
Avg. Rating
0 Ratings
5
0
4
0
3
0
2
0
1
0
What's your experience? We'd love to know!
No Reviews Found!
Show more reviews
What's your experience? We'd love to know!