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Appointment Types

A video tutorial on how to set up your clinic and appointment types:

Appointment Types can be found in Admin on the left-hand navigation panel under the Setup heading.

Clinic and Appointment Types Nav

Create Appointment Types:

  1. In the Appointment Types screen, click New Appointment Type (top right) to open the Create Appointment Type screen.

  2. Enter the Appointment Type Name and set a Default Duration.

    If the duration is the same as the teams’ default duration, click the Use Team's Default Appointment Duration

  3. Choose a colour for your Appointment Type.

  4. Click Save.
  5. To edit an Appointment Type, click the 3 dots, then select Edit.

Coming soon..

Add Billable Items to an Appointment Type:

Certain appointment types often require the same billable items every time they are invoiced to a patient.
This feature allows you to configure appointment types so that when an invoice is created, pre-selected billable items are automatically added, saving time and reducing manual entry.

Pre-requisites:

  • Billable items must be created in Xero.
  • The clinic’s Xero account must be connected to Elixir: Connecting Xero

Steps to Add Billable Items:

  1. Open an existing Appointment Type.

  2. Click on Add Billable Item button. Create an Appointment type

  3. Select the Xero account and the Consultant you would like to include.

  4. Select the Billable Item you want to include on the invoice for this appointment type. Select billable items
  5. Click Create.

  6. To add more billable item logic, click Add Billable Item again and then click on Create. For example, select a different consultant with a different item. Save Appointment type

  7. Once all billable items have been added, click Create to save the appointment type.

Creating Invoices:

  1. When creating an invoice from Office > Invoice, if the appointment type is linked to billable items, the system will automatically populate the invoice with those items.
  2. When creating an invoice from Patient > Invoices and selecting an appointment, billable items will also auto-populate if they are mapped to the appointment type.

Save Appointment type

Reminder

Automatically added items appear in yellow to indicate they were added by automation.