Manage Patient Online Scheduling in RevolutionPHR

This article explains how to enable online appointment scheduling in RevolutionPHR and how to disable scheduling for a specific patient when needed.

Instructions

To enable Patient Portal scheduling at the practice level:

1. Access Admin > General > Locations and open the appropriate practice location.
2. Select the PHR Settings tab.
   • In the PHR Patient Scheduling section, enable existing patients can schedule appointments through the PHR
3. Select ‘Save’.
4. Log out and log back in to apply the changes.

To make encounter templates available for Patient Portal scheduling:

1. Access Admin > Encounters / Interviews > Encounter Templates.
2. Open the encounter template intended for Patient Portal scheduling.
3. Select the appropriate option in the ‘Interview Template’ field.
4. Enable ‘PHR Schedulable’.
5. Select ‘Save’.
6. Log out and log back in to apply the changes.

To allow specific appointment slots to be scheduled through the Patient Portal:

1. Access Schedule.
2. Single-click the appointment slot to be made available in the Patient Portal.
3. Enable ‘Patient can schedule’ under Portal.
4. Select ‘Save’.
5. In the Edit Occurrence window, select ‘Edit this and all future occurrences.
6. Select ‘Save’.

To disable online scheduling for a specific patient:

1. Access Patients and open the patient record.
2. Select the Preferences tab.
3. In the Scheduling Risk section, disable ‘PHR, Patient can Schedule Appointments from Portal’.
4. Select ‘Save’.