Docplanner Integration

How to book a visit through Docplanner Phone?

Integration with clinic's profile allows you to book visits direclty from Docplanner Phone, so you can quickly add an appointment while on the phone with a patient.

How to enable?

The function will be enabled automatically, but in order for it to work you need to update your profile integration. It only takes a minute and you can check how to do it in this article.

How to book a visit?

Once the integration is successfully done or updated, you will see a new button in the interface that allows you to add an appointment:

The button will automatically appear on tasks for ongoing calls. 

If you wish to add an appointment after a finished conversation, simply click on the task to expand it:


👉 To book a visit, click on the "Add appointment" button. It will open a modal with the calendar.

Data is being synchronized in real time, so it might take a moment for the modal to load. Once it opens, select the Calendar and Service to view the available slots. Choose the time slot that works for the patient and click the "Create visit" button.

👉 If the patient calling you is not in the contact base yet, the modal will show additional compulsory fields with name and last name - you need to fill them before creating a visit.

Once the appointment is added you will receive a confirmation in the top right corner of the screen:

The upcoming visist label will also be updated to show you the patient's nearest appointment.

Do you need more options?

When adding appointments directly through Docplanner Phone, you will be able to view the dates for the nearest 2 weeks.

If you need to book a visit for a later time, you can do it directly from the calendar. Just switch tabs or use "See more options" button to open the clinic's calendar.