How do I configure Multi-Clinician per calendar for online booking on Vetstoria?

Modified on Sun, 21 Aug, 2022 at 5:18 PM

This article will walk you through the process of configuring a Multi-Clinician setup once this has been set up in your PIMS.

On your Vetstoria account go to Settings > Clinicians


Make sure that

  1. The 'Allow multiple clinicians per calendar' is switched on
  2. Switch to the 'Clinicians' tab

If the clinic would like to have multi-clinician configured but not offer the preference of vet, the following settings should be adhered to;
  • Settings > Clinicians > Allow multiple clinicians per calendar - Yes
  • Display clinician name - Yes
  • Advanced Settings > Display > Display clinician name - Yes
  • Advanced Settings > Display > Slot Display > Combined View Only

How to add Clinicians?


First, select your preferred clinician name format for use with your PMS.
This is the matching method vetstoria will use with the information on your PMS calendar and all added clinicians must follow this format.

There are 2 format types you can choose: 

  1. $$code - $$ is followed by the initials of the clinician. i.e: $$JS, for Dr. John Smith. Everything following the space, is ignored.
    This method is the recommended format.
    Examples:
    1. $$JS
    2. $$JohnSmith
    3. $$DrJohnSmith

2.    $$name - $$ is followed by the full name of the clinician, including spaces, or can also                match on additional information when identifying the code on your PIMS calendar.                   

Examples:


    1. $$Dr. John Smith
    2. $$Dr. John Smith 9am to 11am
    3. $$JS 9am to 11am


Adding a New Entry


Click on '+Add Clinician' to add the relevant clinician on to Vetstoria.

Then complete the following fields: 

  1. Name on PMS Calendar:
    The code or name which is added in your PMS goes here (without $$)
  2. Name displayed to Clients & Branches:
    Enter the name of the vet or doctor as you would want your clients to see on the online booking tool.  Select the applicable branch or branches they are available to.
  3. Excluded Appointment Types:
    Exclude any appointment types for this specific vet
  4. Excluded Species:
    Exclude any species for this specific vet.

Then Save your changes

How To Remove a Clinician Entry

  • Click the 'Trash Can' icon, (button 5)
  • Click Save

If you have any questions or if you need further help, please login to Vetstoria to chat with our team or use the Contact Support form linked at the top of this page. 


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