Booking Appointments in the Patient Portal

This is a guide on how existing patients can book their own appointments through the Patient Portal. New patients will need to get in touch with the practice to be sent an invitation to the Patient Portal.

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This article is intended for patients of medical practices using the Clinic to Cloud Patient Portal.

Brief Overview

This article is intended for patients of Clinic to Cloud practices who will be using the Patient Portal to see and book appointments, pay off any outstanding invoices, and view their clinical information. The Patient Portal can be accessed on any device, providing you access to your clinical and financial information from anywhere, any time. 

This is a guide covering how existing patients can book their own appointments through the Patient PortalNew patients will need to get in touch with the practice to be sent an invitation to the Patient Portal.

 

Short Version

  • Log in to the Patient Portal.
  • Click Book button below the doctor you'd like to see in the Home Page or Book Appointments tab.
  • Select which Location they would like to see available appointments for.
  • Choose the Appointment Type you would like to book.
  • Pick from the Jump to Date menu or Next button to browse alternate dates.
  • Click on the appointment time you would like to book.
  • If you need to upload a referral/supporting documentation, select Upload a File.
  • Click Confirm Booking to finalise the appointment.
  • Your appointment details will then be confirmed.


 

Instructions

Before you will be able to book an appointment online, you will need to be invited to the Patient Portal by your practice, and create an account. Once registered, you can follow the instructions below to book an appointment for the Patient Portal from the following locations: 

Home Page

You can book an appointment from the Home Page of the Patient Portal by following the below instructions:

  1. Log into the Patient Portal
  2. Click the Book button below the doctor you'd like to see or select your chosen location from the Doctors In drop-down menu:
    1. Use the Next button to browse more doctors if you cannot find your practitioner on the first page.
    2. If you are still unable to find your doctor, your doctor may not have enabled online appointment functionality. Please call your practice for further assistance if you are having difficulties booking an appointment.
      Homepage Book Appt
  3. Choose the appropriate type from the Select Appointment Type menu.
    Appointment Type booking
  4. Select an available appointment date and time from the list provided. Available appointments will display lit up.
    1. If you are unable to find a suitable appointment in the list, click the Next button to browse the next page of appointments.
    2. If you would like to look for appointments after a certain date, you can use the Jump to Date menu to enter your desired date. 
      Jump to and Next appt
  5. A summary of your appointment details and an estimation of fees will be displayed.
    Fees for appt
  6. If you have a referral or supporting documentation to upload, click Upload a File and browse to the location of your document on your computer to upload this. 
    Upload a file to appt
  7. Click Confirm Booking to finalise your appointment details. 
    confirm booking
  8. You will then receive a confirmation page showing the details of your appointment booking.
    Appt Successfully Booked

Book Appointments Tab

Appointments can be organised via the Book Appointments tab by following the below instructions:

  1. Log into the Patient Portal.
  2. Click the Book button below the doctor you'd like to see or select your location from the Doctors In drop-down menu:
    1. Use the Next button to browse more doctors if you cannot find your practitioner. 
    2. If you are unable to find your provider, they may not have enabled online appointment functionality. Please call your practice for further assistance. 
      Homepage Book Appt
  3. Change the Select Appointment Type menu to match your desired appointment type. 
    Appointment Type booking
  4. Select an available appointment date and time from the list provided. Available appointments will display lit up and without a line crossing out the time. 
    1. If you are unable to find a suitable appointment in the list, click the Next button to browse the next page of appointments.
    2. If you would like to look for appointments after a certain date, you can use the Jump to Date menu to enter your desired date.
      Jump to and Next appt
  5. A summary of your appointment details and an estimation of fees will be displayed.
    Fees for appt
  6. If you have a referral or supporting documentation to upload, click Upload a File and browse to the location of your document on your computer to upload this. 
    Upload a file to appt
  7. Click Confirm Booking to finalise your appointment details. 
    confirm booking
  8. You will then receive a confirmation page showing the details of your appointment booking. 
    Appt Successfully Booked

Further Reading