OVERVIEW

Creating an IME session allows staff and Case Managers to easily track specialist availability, session acceptance, and monitor booked appointments. This improves coordination and overall workflow efficiency in managing medical bookings.

This article explains how Specialists can create an IME session.

ADD APPOINTMENT AVAILABILITY

1. Go to My Clinic Calendar from the sidebar menu.
2. Hover over the Action button and select Add New Session.

3. Fill in all required fields (marked with a red asterisk *) and any other relevant details.

4. Click Create to save the session.

Choose an Accepted Appointment Type

When creating an IME session, you can select the appointment type that reflects how you are available for consultations. There are three types to choose from:

• • IME In-person – Only allows appointments to be conducted directly at the clinic
  • IME Telehealth – Only allows remote appointments via video or phone
  • IME In-person/Telehealth – Allows the client to choose their preferred format — either in-person or telehealth. Use the Require Telehealth field to specify:
    • No (default) = Creates an in-person appointment
    • Yes = Creates a telehealth appointment

For Telehealth appointments, you can also specify the consultation format:

• • Video Consultation Requested: Can be conducted via Kawaconn Video, Zoom, Teams, or another preferred platform
  • Phone Consultation Requested: Clients can choose to be contacted via mobile, phone, or another preferred number

Set Session Availability

After selecting the appointment type, choose the session’s availability to reflect whether the specialist is ready to receive bookings:

• • Confirmed Available – Session is open for immediate booking and confirmation
  • Unconfirmed Available – Session is tentatively available, but specialist confirmation is required before confirming with the client

Create Appointment Recurrence

To save time when scheduling sessions across multiple days, use the Appointment Recurrence feature. This allows you to create recurring sessions based on your preferred schedule:

• • None – Creates sessions for a single day only.
  • Daily – Repeats the session every day between the selected start and end dates. You can choose to include or exclude weekends and public holidays.
  • Weekly – Repeats the session on the same day(s) each week until the end date. Option to include/exclude public holidays.
  • Fortnightly – Repeats the session on the same day(s) every two weeks until the end date. Option to include/exclude public holidays.
  • Number of Week Interval – Allows you to set a custom number of weeks between sessions, repeating until the end date. Option to include/exclude public holidays.