Appointment Types are a central part of the Osmind One Calendar configuration that allow you to showcase the sessions that you offer to patients. Appointment Types can vary in name, length, location, contact type, be one-on-one or group, and more.

In this article:

• Create an Appointment Type

• Configure Appointment Types

• Personalize Your Color Schemes

• Enable Patients to Self-Book Appointment Types

• Customize Patient Self-Scheduling

• Delete Appointment Type(s)

• Advanced Appointment Type Settings

Create an Appointment Type

Navigate to Calendar > More > Appointment Types

If you click on "Add New Type" or edit an existing Appointment Type, you will be prompted to configure settings.

Configure Appointment Types

Osmind One allows you to configure your appointment types to optimize your session offerings.

Specifically, you can configure:

• Name: May include titles like initial consultation, follow-up session, group appointment, free webinar

• Length: Number of minutes of your appointment type, in 5 minute increments

• Contact Type: Whether you are available by phone, in-person, or via video call for an appointment type

• Locations: The office locations in which you offer this appointment type

• Patients Can Book This Appointment: Indicates whether patients are able to book an appointment type with you, or whether you will need to book these on behalf of your patients.

• Group Appointment: Whether this is a one-on-one or group session. Leave this unmarked if an appointment type is for one-on-one sessions.

• Assign Group: By booking this session, is a patient automatically placed in a certain Group? This is helpful if you'd like certain patients to receive certain forms based upon them booking a session with you. Keep in mind, if you select a group, all your registrants will automatically move into the new group. Any new paperwork and/or documents you've shared with the new group will now be available to the patient. To prevent a patient from leaving their existing group, select "No Group." They will not move to a new group, and will retain access to all of their current group forms, programs, and documents/resources.

• Requires Provider: This setting prevents a patient from booking the appointment type unless a specific provider has availability. Choose the provider(s) you'd like to associate with this appointment.

• Enable Waitlist: If you'd like to allow patients to join a waitlist for a group appointment, enable this setting.

• Pricing: Associate a self-pay rate, or a CPT code with an appointment type to automate your billing workflows.

• Automatically charge patients for appointments

• Automatically bill insurance for appointments

Personalize your color schemes

You have the option to change the colors you see on your calendar for quick reference.

1. Go to Settings > Color Schemes

2. + Add Color Scheme

3. Then edit to add hex codes or select a color

These will show on your calendar (not your patient's).

Enable Patients to Self-Book Appointment Types

Within Osmind One, you have the option to make each individual appointment type "Bookable" by patients.

1. Navigate to the Gear icon on the top right of your provider account > Settings

2. Select "Appointment Types" from the menu

3. Find the appointment type you'd like to adjust booking settings for > Click the actions tab (three dots) > Edit

4. A side panel drawer will appear > Select or deselect the "Patients can book this appointment type" option

If you make an appointment "Bookable" by patients, patients will see it as a visible option when viewing your calendar as well as when logged into their Osmind One patient account. If disabled, patients will not see, or have the option, to book this specific appointment.

Custom Actions in Appointment Types

You have the ability to drive custom actions and reminder cadences at the appointment type level.

Delete Appointment Type(s)

Appointment Types can be deleted by an account admin or team member with permissions to Edit Appointments.

Learn more: Delete an Appointment Type