Introducing Resources: A Simpler Way to Schedule Non-Provider Entities
We're excited to announce a powerful new feature designed to streamline your scheduling process: Resources. This update introduces a dedicated way to manage appointments for non-provider entities, offering greater flexibility and efficiency for your clinic's unique workflow.
What are Resources?
Resources are essentially schedulable entities that aren't individual providers. They are perfect for situations where patients need to book time with specific equipment, rooms, or even a general category of personnel.
Examples of how you might use Resources include:
IV Chairs: Allowing patients to book a specific chair for their IV therapy.
Sauna Rooms: Scheduling access to your clinic's sauna facilities.
Clinic Staff: For workflows where patients book with a general staff member rather than a specific provider.
How Do Resources Work?
Resources behave in many ways like a provider within the software, but with key distinctions. They can have their own dedicated payment processor settings and patient text/email notification settings, ensuring a consistent patient experience. You can also create superbills attributed to Resources. However, Resources are not users; they cannot log in, and they cannot create chart notes.
Simplifying Your Setup
Previously, clinics often had to create "pseudo-providers" to achieve similar scheduling functionalities for non-provider entities. We understand this workaround was cumbersome, and we're confident that the introduction of Resources will significantly simplify your administrative setup.
Getting Started with Resources
Adding new Resources is straightforward. You can find this new option in Settings > Business > Resources.
Unlike Users, you’ll only have to specify a “reply to” email address for Resources (for use with Email Reminders). This may be a “no reply” email or it may be a generic email address for your clinic.
Once you’ve added a Resource, you’ll want to configure reminder and payment settings for that Resource, just as you would if you were adding a Provider:
- Set up reminder emails and text messages (basic set up)
- Configure, set up Payment Processing with Fiserv (recommended), StripeExpress or Authorize
Migrating from Pseudo-Providers
While your existing "pseudo-providers" will continue to function as they have, we strongly encourage you to begin migrating these to the new Resources feature. This transition will make your ongoing administration easier and allow you to fully leverage the benefits of this new functionality.