Booking Labels

What are Booking Labels?

Booking Labels in Noterro are tags or identifiers that can be applied to Patient profiles and services to control and manage online booking permissions. These labels help clinics customize their booking rules and ensure that specific services are available only to certain Patient groups.

How do Booking Labels Help Manage Appointments?

Booking labels help in managing appointments by:

• Categorizing Appointments: Grouping similar types of bookings.
• Improving Organization: Making it easier to identify and locate specific appointments.
• Enhancing Efficiency: Streamlining workflow by visually distinguishing different appointments.
• Prioritizing Bookings: Indicating priority levels or special requirements.

Key Features of Booking Labels:

1. Restrict or Permit Services: Booking labels allow clinics to restrict or permit certain services to be booked online by specific groups of patients. For example, you can restrict initial appointments to new patients only.
2. Customizable Labels: Clinics can create custom labels based on their needs, such as "New Patient," "Existing Patient," or "Platinum Member."
3. Association with Services: Labels can be associated with specific services to control who can book those services online. For instance, a "New Patient Consultation" service can be restricted to Patients with the "New Patient" label.
4. Patient Profile Integration: Labels are added to Patient profiles, allowing the system to recognize which Patients can book certain services.

Steps to Use Booking Labels in Noterro

1. Create Labels:
   • Navigate to the settings in Noterro and create the necessary labels you want to use for booking restrictions or permissions.
2. Assign Labels to Patients:
   • Add the appropriate labels to Patient profiles. For example, label existing Patients with "Existing Patient."
3. Associate Labels with Services:
   • Go to the service settings and associate the relevant labels with the services. For example, the "Initial Consultation" service should be restricted to patients without the "Existing Patient" label.
4. Manage Online Booking:
   • When Patients attempt to book services online, Noterro will check the labels on their profiles and allow or deny the booking based on your rules.

How to Implement Booking Labels?

1. Create and Manage Labels:
   • Go to the settings in Noterro and navigate to the "Labels" section.
   • Create new labels as needed, such as "New Patient," "Existing Patient," "VIP," etc.
2. Assign Labels to Patients:
   • Open the Patient profile and add the relevant labels. For example, add the "Existing Patient" label to all current patients.
3. Set Up Service Restrictions:
   • Go to the service settings and specify which labels are required or restricted for each service.
   • For example, the "Initial Consultation" service can be set to deny Patients with the "Existing Patient" label.
4. Monitor and Adjust:
   • Regularly review and adjust labels and service restrictions as needed to ensure they continue to meet the clinic’s needs.