Organization Navigation

The Organization tab in the Admin portal of Blockit can be modified and updated to keep organization information accurate and up to date. 

Settings Navigation:

Organization: 

The Organization menu item allows the user to update the organization's logo and name. Please click "Save Changes" prior to moving to another screen to ensure any updates are saved. Note that changes to the organization name is retroactive and will be applied immediately upon saving changes. 

Billing:

Please contact [e-mail] for billing inquiries. 

Appointment Settings: 

The Appointment Settings section has two features: Enable Patient Self-Cancellation and Enable Patient Self-Rescheduling. If toggled on, the Self-Cancellation feature will enable the ability for the patient to cancel the appointment on their own. If toggled on, the Self-Rescheduling feature will enable the ability for the patient to reschedule the appointment on their own. Please click "Save Changes" prior to moving to another screen to ensure any updates are saved. This section will only apply if the patient notification email includes the link to view the appointment online. This feature is also retroactive and will apply to appointments that have been made prior to toggling the feature setting and if the patient notification email includes the appointment URL. 

Email Notifications: 

The Email Notifications section will allow the user to select for patient notification emails to be sent. Likewise, the email notification can be customized with a "Mail From" email address sent by Blockit. Please note that a DKIM key by Blockit is needed prior to making this change. Please contact [e-mail] for more information. Failure to receive a DKIM key will result in bounced patient emails. This section also allows for the subject line in the email as well as the patient email footer to be customized. *The email notification is standardized across all appointments generated by the system. To input profile/provider-specific instructions can be appended to the end of the patient email notification in the general patient instructions in the individual profile. To modify profiles, please see our Modifying Profile Features article. This section supports liquid text. 

Sample: To cancel or reschedule click <a href="{{ appointment_url }}">here</a>

To explore available options for liquid text, please contact [e-mail]. 

Referral Settings: 

Referral Settings are specific to organizations who are set up for sending and receiving referrals. The Referral Settings section allows the user to customize referral search settings by enabling insurance filters on the referral search page, enabling showing profiles that do not have scheduling, and enabling showing the send to patient option for referral scheduling. 

Consumer Settings: 

Consumer Settings are specific to organizations that are set up for consumer scheduling. Here, the user will see a direct link to the whole organization for scheduling appointments. In the image below, users have the option to share a direct link to their secure scheduling portal with their patients. This page can also be linked to from their website or via email. The scheduling portal may also be embedded into their main website using the embed code. Note that the embedded scheduling portal has a height and width set to 100%. In order to properly fit to the page page, the user will need to style the container div element above accordingly.

In the consumer settings section, the user also has the ability to update and customize Domain Settings as noted in the image below. Please click "Save Changes" prior to moving to another screen to ensure any updates are saved. 

The user can also customize Workflow Settings, such as allowing document attachments, allowing language filters, enabling the map feature upon searching for a provider, and updating required patient demographics by checking the necessary fields. Please click "Save Changes" prior to moving to another screen to ensure any updates are saved. Please note that the required patient demographic fields selected also applies to referral when manually adding a patient via the Schedule a Patient workflow. 

The user can also update the Consumer Scheduling Page Template headers, footers, and head tags via HTML. Please click "Save Changes" prior to moving to another screen to ensure any updates are saved. Please contact [e-mail] for more information or if assistance is needed on consumer scheduling page customization with HTML. 

Finally, the user has the ability to add a Google Tag Manager ID to allow use of the Google Tag Manager on the organization's consumer scheduling pages. 

Security: 

The final section in the Organization navigation menu is Security. Security allows the user to set the maximum number of days of inactivity for other users, such as schedulers, before account deactivation. 

For more information regarding the Notifications section, please contact [e-mail]. 

We are happy to help! For additional support, please contact [e-mail]