Skip to main content

Configuring appointment types

PHOXBook pharmacy portal (rx.phoxbook.ca): Managing the services your pharmacy offers.

W
Written by William

Accessing services

  1. Open Settings (in the side menu or your profile menu). The Pharmacy settings page opens.

  2. Select Services under Store in the section list

Pharmacy settings

Service configuration

Available services

Your pharmacy's services are set up by your organization. The Service Catalog card lists them, with a search box and Type and Status filters. Each row shows:

  • Service Name

  • Type

  • Duration, with a Custom chip when your store has changed it

  • Waitlist (vaccine services)

  • Walk-in

  • Active: whether the service is turned on at your pharmacy

  • A gear icon (Settings) for the service's settings

A Turned off in PhoxAdmin chip means PharmaGuide has turned the service off for your store; its switch is locked. A 2 Pharmacists chip means the service needs two pharmacists.

Permissions

Turning a service on or off needs the Enable / Disable Services permission at your pharmacy. Pharmacy managers have it by default, and a manager can delegate it to another staff member. Without it the switch is shown but cannot be changed.

Changing a service's duration, buffer, capability or staffing (the gear icon) needs the Override Duration & Buffer permission at your pharmacy. Without it the settings open but cannot be changed or saved.

Turning a service on or off

Use the Active switch on the service's row, then confirm in the dialog that opens.

Editing a service

Step 1: Open the settings

Click the gear icon on the service's row. The Override Settings dialog opens for that service.

Step 2: Update settings

The dialog has these tabs:

  • Duration: Override Duration, Duration (minutes) and Override Buffer After

  • Capability: Track Capability and When No Capable Staff

  • Staffing: Requires 2 Pharmacists

  • Waitlist: The waitlist settings (vaccine services only)

The service's description is set by your organization and cannot be changed here.

Step 3: Save

Click Save Changes to apply your changes.

Impact of changes

When you change a service:

  • New bookings use the new settings

  • Existing appointments are unaffected

  • The calendar reflects the change straight away

Tips

  • Turn services off temporarily instead of asking for them to be removed

  • Adjust durations based on actual experience

Need help?

Open the Help Center with the ? icon in the header, or press Shift + ? for keyboard shortcuts.

Did this answer your question?