Purity Slot Finder
Purity Health Women's and Wellbeing Centre. One click inside Halaxy shows tomorrow's cancellations and empty slots, the patients on the cancellation list who suit them, and patients booked later who could move earlier.
Step 1. Install it once (2 minutes)
New version (15 Nov): Slot Finder now updates itself, so this is the last time you install it. Already have an older Slot Finder bookmark? Right-click it and choose Delete first. Use Google Chrome.
Easiest way: show your bookmarks bar (Ctrl/Cmd + Shift + B), then press and hold the green button and drag it up onto the bookmarks bar. Let go. Done.
If dragging doesn't work, use the copy method instead:
- Click Copy Slot Finder code. If it can't copy, click Select the code and press Ctrl/Cmd + C.
- Show the bookmarks bar: Ctrl/Cmd + Shift + B.
- Right-click the bookmarks bar and choose Add page…
- Name: Slot Finder. In URL, delete what's there and paste. Click Save.
The URL must start with javascript:. Chrome sometimes removes that word when pasting. If so, type javascript: back in at the very start before saving.
Step 2. Each clinic day
- Log in to Halaxy and open the Calendar.
- The first time, Slot Finder asks for a Slot Finder key for the cancellation list. Ask Dr Purity for yours, paste it in and press Save key. You only do this once on each computer.
- Click Slot Finder on the bookmarks bar. It opens on tomorrow (or the next clinic day). Use ‹ › to change day, or Week for the whole week.
- Cancellation list shows waiting patients who suit the open slots. Tap Email or SMS to offer them the time.
- Patients who could move earlier lists patients booked up to the end of next month with the same appointment type. Tap SMS or Email, or tick several and click Email selected (BCC). Gmail opens with everyone hidden in BCC. Press Send.
- Replies are first come, first served. Move the first patient who says yes in Halaxy, then send their invoice with the Invoice with pay link template. Click Slot Finder again to refresh.
Tip: a cancelled slot isn't showing for online booking
When a patient cancels, Halaxy keeps an empty holder at that time with the cancellation on record. If any holder at that time is not bookable online, the whole time stays hidden from the booking page.
- In the Halaxy calendar, click the cancelled booking, then click the pencil.
- Tick Bookable Online.
- Set Location to Online Consultation. If Halaxy won't offer it for a Video Review, save anyway and tell Dr Purity.
- Click Save. The cancellation stays on the patient's record.
- If more than one cancelled booking sits at the same time, do this for every one of them.
- Check the online booking page: choose the service and the time should appear.
Only one patient can take the time. Once it's booked, Halaxy hides it from everyone else.
Clinic rules
- Monday and Tuesday mornings are face-to-face initial consultations in Harvey. Offer these only to in-person patients.
- All other times are video.
- No Fridays. The day finishes at 4pm with a 1 hour break. Don't book into blocked times.
- Don't cancel anyone's appointment. Only move patients who say yes.