Configuring Visit Types in iClinic

1. Introduction 

• Purpose: This guide provides comprehensive, step-by-step instructions on how to configure visit types within MDLand iClinic. 

• Key Features: Adding new visit types, managing existing visit types, setting default visit types, and enabling visit types for the patient portal. 

2. Accessing Visit Type Settings 

1. Log In:  

• Sign in to your MDLand iClinic account. 

2. Navigate to Settings:  

• Click on the Settings Icon from the dashboard. 

3. Access Visit Type Settings:  

• Click on General. 

• Select Visit Type. 

• A list of current visit types will appear. 

3. Adding a New Visit Type 

1. Click the New Button:  

• Click New to open the Visit Type Editor. 

2. Enter Visit Type Name:  

• In the Visit Type Name box, enter the name of the visit (e.g., "Initial Visit"). 

3. Set Visit Duration:  

• In the Visit Minutes box, enter the number of minutes required for this visit type (e.g., "30 minutes"). 

4. Assign Required Sections:  

• Under Required Sections in Office Visit:  

• Items in the Left Column are not required. 

• Move items to the Right Column to mark them as required. 

• Use double-click or arrow keys to move items between columns. 

• Note: This setting only affects the required fields, not visibility in the office visit. 

5. Set Display Color (Optional):  

• Click Select Color next to Display Color. 

• Choose a color using the circle and vertical color bar. 

• Click OK to confirm. 

6. Set as Default (Optional):  

• If desired, check Set Default Visit Type to make this the default for appointments and office visits. 

7. Save the Visit Type:  

• Click Save to complete the setup. 

4. Managing Existing Visit Types 

1. Edit an Existing Visit Type:  

• Click the Edit button next to the visit type you want to modify. 

• Make necessary changes (e.g., name, duration, required fields). 

• Click Save to apply updates. 

2. Disabling a Visit Type:  

• Visit types cannot be deleted but can be disabled. 

• Set Enable for Office to No to disable the visit type. 

• Disabled visit types will not appear in dropdowns but will remain in settings. 

• Click Save after disabling. 

5. Enabling Visit Types for the Patient Portal 

1. Access Visit Type Settings:  

• Navigate to the specific visit type you want to enable. 

2. Enable for Patient Portal:  

• Set Enable for Patient Portal to Yes. 

• Click Save. 

3. Verify in Patient Portal:  

• In the patient portal, click Create Appointment Request. 

• The enabled visit type will appear in the Reason for Visit dropdown. 

6. Setting Default Visit Types 

1. Default Visit Type for Appointments:  

• In the visit type editor, check Set Default Visit Type. 

• This visit type will automatically populate in appointment and office visit forms. 

2. Save the Setting:  

• Click Save to apply. 

7. Best Practices 

• Use Descriptive Names: Clearly label visit types (e.g., "Follow-Up Visit," "Annual Physical") for easy identification. 

• Assign Colors Wisely: Use distinct colors to help staff quickly recognize visit types in the schedule. 

• Regular Reviews: Periodically review visit types to ensure they meet current clinic workflows. 

8. Troubleshooting Tips 

• Visit Type Not Appearing:  

• Ensure Enable for Office is set to Yes. 

• For patient portal issues, confirm Enable for Patient Portal is set to Yes. 

• Unable to Delete Visit Type:  

• Visit types cannot be deleted; disable them instead. 

• Default Visit Type Not Applying:  

• Double-check if Set Default Visit Type is checked and saved. 

9. Support Guidelines 

• In-App Help: Use the MDLand iClinic help feature for quick assistance. 

• Technical Support: Contact MDLand support for system-related issues. 

• Administrative Support: Consult your clinic administrator for permission-related issues. 

Thank you for following this guide. Configuring visit types in MDLand iClinic ensures efficient appointment management, streamlined workflows, and enhanced patient care.