Set-up Guide

Welcome to Appt Health! This comprehensive guide will help you get started our platform and unlock its potential to transform your healthcare practice. We'll walk you through adding your team, creating targeted patient groups, setting up automated reminders, and more.
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The Benefits of Appt Health

Managing a healthcare practice can be time-consuming. Appt Health takes the burden off your shoulders, allowing you to focus on what matters most: delivering exceptional patient care. Here's how:

  • Boost Patient Engagement: Increase appointment bookings by up to 18% with personalised invitations.
  • Improve Your QOF Scores: Automate coding processes and reduce errors.
  • Save Time and Resources: Manage appointments efficiently, freeing up valuable time for you and your staff.

This guide will help you get started with our platform and streamline your appointment system.

1. Build your team

You can easily add key members of your organisation to Appt Health so that everyone who needs access can view, add and update targets for your recall processes.

2. Set up your billing contact

Follow this guide to designate a person to receive a monthly invoice. For further details on our pricing, see our pricing page.

3. Learn the basics

To understand more about how our system works, we've created some useful guides that explain more about our platform.

  1. What is a target?
  2. What is a workflow?

4. Create your first target

You're now in a great position to create your first target! Our targets will help you manage all your recall processes in one place; we'll take care of invitations, follow-up messages, SNOMED codes and much more. Our goal is to reduce the hassle of managing appointments.

This guide will walk you through setting up a target for the first time.

Congratulations! You're all set!

Now that you've created your first target with Appt Health, you can sit back and let us take care of the rest. We're dedicated to helping your practice thrive and let you focus on what really matters - your patients.

You'll be able to monitor your target's progress through your target page, from here you'll be able to see how many patients we've invited, how many are booked in and how many are still to go. This useful guide explains more about the target page dashboard.

Need more support?

Don't hesitate to reach out! Our friendly support team is always happy to answer your questions and help you get the best out of our service.