How to Find and Book Appointment Requests
This sections shows you how to find and book basic and advanced appointment requests.
Where do I find appointment requests?
Patient appointment booking submissions are found on the 'Appointment Requests' page. Click the inbox icon from the menu bar on the left.
On the 'Appointment Requests' page you will see the list of patients who have submitted a booking request.
You can also subscribe to email notifications at any time to keep up to date with any appointment requests that require review.
How do I book the appointment once the patient has submitted their request?
Basic appointment
Go to appointment request details page
On the Appointment Request page, find the patient you want to book and click the document icon on the right. This brings you to the Appointment Request Details page, where you can see all information needed to book a patient for their appointment.
Using the summary information, book an appointment in your EMR
The appointment request details page has a chat summary and transcript.
To see a transcript of the chat, click the expand arrow, shown below.
Or scroll down to see a summary of responses.
You can click the 'Copy' button to copy the summary to your EMR.
Use the information collected to book an appointment for the patient in your EMR.
Change the status to 'Booked'
Once the patient is booked into the EMR, go ahead and change the booked status to 'Booked'. This will move the request into the Archived folder.
Advanced appointment
Go to appointment request details page
On the Appointment Request page, find the patient you want to book and click the document icon on the right. This brings you to the Appointment Request Details page, where you can see all information needed to book a patient for their appointment.
Selecting the patient
Once you are on the Appointment Request Details page, start by selecting the correct patient from the clinic's patient records (make sure to click patient's name in the grey box).
Checking for a Mobile Phone Number
In order for the patient to receive booked messages and reminders they must have an active email or mobile phone to receive reminder messages. Mobile numbers will appear with a green checkmark next to them (as shown below).
When phone numbers are not for mobile phones, a red exclamation mark will appear (as shown below).
Appointment reason
In the Appointment Request Details page, you can see the appointment reason that the patient selected in their booking chat. The clinic has the ability to modify the appointment reason, if necessary.
Appointment date and time
For an advanced booking request, you can then select from the list of 5 preferred appointment times that the patient selected when they completed the chat. By having the patient select at up to 5 open time slots that work for them, the clinic user will have options when they book the patient's appointment time.
Review
A summary of the appointment details is then created to ensure that everything is 100% correct. If all of the details are correct, the appointment can be booked right in the Mikata app. Doing so will create the appointment directly in the EMR. At this point a booking confirmation message is sent to the patient informing them of their scheduled appointment time.
Reminder: if there is a red exclamation mark next to the phone number, the number input is a landline or not a real phone number.
Mikata automatically changes the status to 'Booked'
Once the patient is booked into your EMR, Mikata will automatically update the status of your appointment to 'Booked'. This will move the request to the Archived folder.
What happens after the clinic books the patient in?
Once the patient has been booked into your EMR, they will receive an automated booking confirmation (through SMS or email). The patient will then continue to receive any other automated messages regarding their appointment along with any prep instructions or forms.
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