Appointment booking method Patent Pending

 

 

Dear Customer:

Thanks for taking a few minutes of your time to read over this material. I think it will change the way you refer clients.

The referral process is simplified by a patent-pending internet-based booking system. You will be able to log in to our secure system, enter information about your claimant, view available appointments, and book the appointment or appointments directly online. Furthermore, if the claimant books appointments on the system you will be notified immediately and will have the option of authorizing the sessions or denying authorization via a secure internet connection!

I hope you find this new service helpful! If you have any questions, don’t hesitate to call zappointments.com Inc. at 604-681-6902.

Sincerely,

Dr. Zal Saper, Registered Psychologist

 

 

Instructions for online booking

Online booking is easy with the zappointments.com system. This method is patent pending, so no one else will be able to offer you this service! The first step is to go to http://www.zappointments.com and take a look at the main website. If you look at the bottom of the page, you’ll see links to pages where you can register yourself as a third party payor, and also links for clients and service providers to register.

In the second group of three links, click on "To register as a third party payor, click here". This will bring you to the registration screen, pictured on the next page.

Pick a unique user id for yourself and enter a password you can remember. You have to enter this twice to make sure you haven’t mistyped it. Then you can enter all of the other information and press the submit button at the bottom of the screen. This will bring you to the next screen.

You can see that you can log out immediately from here, change your password, or look for available appointments. Click on the "If you want to check available appointments, click here" link. This will bring you to the geographically organized list of psychologists, pictured below.

You have to click on the name of the city or town to get a list of providers in that area. Go ahead and click on Vancouver. You will see a web page like the one below.

If you click on Dr. Pauline Provider, you will immediately get a list of empty appointments. However, you can’t book anyone in the empty appointments unless you have logged the client in, and you can’t log them in until they’re registered. First, go to the appointments screen.

Here, it’s easy to see that you are logged in as a third party payor, because there is a lighted button that flashes "3rd Party logged in". It’s also easy to see that there is no client logged in, because there is an unlighted button that flashes "No Client logged in". This button works just like a push button. If you click on it, you get to the client log in screen, pictured below.

This screen asks for a claim number as the password, and that’s because you are logged in as a third party payor. If there was no third party payor logged in, this screen would ask for the client’s password. Of course, you can’t log in the client until they are registered, so click the link at the top to get to the registration screen.

Here is the client registration screen. The client’s id is just the client’s name without any spaces. You can enter whatever password you like and the client can change it themselves later. Here I entered the client’s name again without spaces. In the "bill sessions to" area there is a drop down list. I have selected Wilson Banwell in this example. Since I am asking that the sessions be billed to a third party, I have to enter the claim or insurance number. This might be a two part number separated by a dash, and might contain letters as well as numbers. If you click the "submit" button, you’ll get to the next screen.

From here, you can click on the "If you want to check available appointments, click here" link. You’ll see now that there is a lighted "Client Logged In" button. Also, notice that the client’s user id shows up in the window to the left of the "Client Logged In" button.

 

Here you can click on the "book" radio button to book single appointments. If you want an assessment, look for a slot that says "Assessment". You may wonder why there are links that say "8", "12" and "15". These links will select the next 8, 12, or 15 sessions in that time slot. If you click on one of these links, you will get a page like the one pictured below.

If there is no session one week in that particular time slot, you will be given a choice of any other free sessions on the same day. If you want to book some other number, such as ten, just click the number of sessions that is higher, in this case it is 12, and select book only for those sessions you want to book. Remember, nothing is booked until you click the "submit" button, and you can always cancel an appointment if you log in and log in the client. This will show you the client’s appointments as well as the free appointment slots, and you can click the cancel button. Don’t forget to click the submit button!

As you can see, the zappointments.com website is easy to use. If you have any difficulty, the best way to get tech support is to email admin@zappointments.com. You can also phone 604-681-6902. Thanks for reading this document!