Create an IME Booking via Clinic Calendar

OVERVIEW

There are 3 different methods that users can use to create an IME Assessment booking. This article covers creating an IME booking through the Clinic Calendar.

The Clinic Calendar stores all availabilities and bookings provided by specialists as sessions. Sessions are interactable and can directly be added to a new case for a new booking.

RECOMMENDATION

Using the Clinic Calendar for bookings is most useful when the Staff or Booking Case Manager is already aware of which specialist they'd like to or recommend booking with.

CREATE AN IME BOOKING WITH THE CLINIC CALENDAR

1. Access the Clinic Calendar from any of the following areas:
   • Dashboard -> Book a Service -> IME (hover) -> Via Clinic Calendar
   • Clinic Calendar (sidebar menu)
   • Reporting Services -> IME Assessments -> Add New Case (hover) -> Via Clinic Calendar
2. Find an available session.
   • Use the dropdown lists and/or filters to customise the list of sessions appearing on the calendar (and help you locate an appropriate session to book
3. Review Session Details.
   • Clinic Location
   • Booking & Cancellation Terms
   • Appointment Details
   • Service Exclusions/Reservations
4. If happy, select Book This Session.
5. Fill in all required information for the new IME Assessment case and select Create to save.
   • The Calendar Session will be automatically added into Appointment Details.
   • The Case will start with Case Status Appointment Requested or Appointment Confirmed, depending on the session's Availability Type
   • Once created, the new case is added to the IME Assessments database and given a new and unique Kawaconn Case ID