Enable Practice, Provider, Session and Appointment Types Visibility for Engage Bookings

Table of Contents

1. 🎓 Enable Practice Visibility in Engage
   • Ensure your practice is visible to patients when booking appointments via Engage
2. 🎓 Enable Provider Visibility in Engage
   • Make provider profiles visible to patients for easy appointment bookings in Engage
3. 🎓 Enable Session Visibility for Engage Bookings
   • Enable visibility for provider sessions, allowing patients to book available times through Engage
4. 🎓 Enable Appointment Types for Visibility in Engage
   • Activate specific appointment types to be visible for patient bookings in Engage

🎓 Enable Practice Visibility in Engage

1. Click on More from the Navigation Menu.

2. Click on Settings.

3. Click on Subscription Details.

4. Click on Practices.

5. Click on the practice name.

6. Tick the Show in Engage box.

7. Click on Save to confirm.

🎓 Enable Provider Visibility in Engage

8. Click on More from the Navigation Menu.

9. Click on Settings.

10. Click on Users.

11. Click on the provider's name.

12. Click on Biography within the provider's profile.

13. Click on Add my user profile to the MediRecords Community and Contact List.

14. Click on Save to confirm.

🎓 Enable Session Visibility for Engage Bookings

15. Click on More from the Navigation Menu.

16. Click on Settings.

17. Click on Appointments.

18. Click on your Practice Name.

19. Click on Sessions.

20. In the Provider Sessions section, tick the box above the grid to bulk select sessions

21. Click on Bulk Edit.

22. Click on the drop-down arrow.

23. Ensure the session is set to Community.

24. Click on Save to confirm.

🎓 Enable Appointment Types for Visibility in Engage

25. Click on Appointment Types.

26. Select the appointment type tile.

27. Select the Show in Engage checkbox.

28. Click on Save to confirm.

29. Click on Yes.