> ## Documentation Index
> Fetch the complete documentation index at: https://docs.opsync.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# In-Practice

> Admin creates and manages the booking on behalf of the patient

In-Practice bookings are created and scheduled by admin staff. The patient completes their part (financial and procedure consent) but you control the appointment type and time.

## Overview

```mermaid theme={null}
flowchart LR
    A[Admin creates<br/>booking] --> B[Patient receives<br/>SMS/email]
    B --> C[Patient signs in<br/>and continues booking]
    C --> D[Financial<br/>consent]
    D --> E[Procedure<br/>consent]
    E --> F[Booking<br/>consented]
```

***

## Step 1: Create the booking

1. Click **+ Create Booking** (in the nav or on the [Bookings](https://admin.opsync.com.au/bookings) page)
2. Enter patient details:
   * Name, email, mobile number, date of birth
   * Gender
   * Medicare number and IRN
   * Postcode
   * Funding arrangement (bulk billing, self fund, or private health fund)
3. Enter procedure details:
   * Specialist
   * Location
   * Procedure type
   * Date
   * Arrival time (optional)
4. Click **Create Booking**

![Create Booking form](https://mintcdn.com/opsync/zbI0Fe3EK8B4vO_A/images/bookings_create.png?fit=max\&auto=format\&n=zbI0Fe3EK8B4vO_A\&q=85\&s=d71506ac0f2b36e751d53ee1e9066ae3)

![Booking created confirmation](https://mintcdn.com/opsync/AERLpM1sI5NoSYC6/images/bookings_created.png?fit=max\&auto=format\&n=AERLpM1sI5NoSYC6\&q=85\&s=6c62c1ee04e50256099a84044559b252)

> [!NOTE]
>
> Once created, the booking will have the status **Confirmed**.

***

## Step 2: Patient receives SMS and email

Patient receives an SMS and email with a link to the booking portal.

**SMS:**

> Welcome James to OpSync! Your account has been created. Please log in using this link: [https://portal.opsync.com.au/sydney-gastro/signin?prefillPhone=0401000111](https://portal.opsync.com.au/sydney-gastro/signin?prefillPhone=0401000111)

**Email:**

![Booking email sent to patient](https://mintcdn.com/opsync/AERLpM1sI5NoSYC6/images/created_booking_email.jpg?fit=max\&auto=format\&n=AERLpM1sI5NoSYC6\&q=85\&s=0b831de336cc7ef4a68604900eb4b9ef)

***

## Step 3: Patient completes financial consent

1. Patient signs in with their mobile number
2. Reviews the steps to complete
3. Reviews costs and signs financial consent

![Patient sign in](https://mintcdn.com/opsync/zbI0Fe3EK8B4vO_A/images/booking_sign_in.png?fit=max\&auto=format\&n=zbI0Fe3EK8B4vO_A\&q=85\&s=4ce10885eb4b8f5f0e5621a0d2eb1562)

![Booking overview](https://mintcdn.com/opsync/zbI0Fe3EK8B4vO_A/images/booking_start.png?fit=max\&auto=format\&n=zbI0Fe3EK8B4vO_A\&q=85\&s=8e334dce41145c2144f5e43762a1a39e)

![Financial consent - costs](https://mintcdn.com/opsync/zbI0Fe3EK8B4vO_A/images/booking_financial_consent_1.png?fit=max\&auto=format\&n=zbI0Fe3EK8B4vO_A\&q=85\&s=230b467532834a7c4fca626062bfd462)

![Financial consent - confirmation](https://mintcdn.com/opsync/zbI0Fe3EK8B4vO_A/images/booking_financial_consent_7.png?fit=max\&auto=format\&n=zbI0Fe3EK8B4vO_A\&q=85\&s=c7fc7dc12e2e576440bda25b4e7f3930)

> [!NOTE]
>
> A PDF is automatically generated and attached to the booking. [View example consent PDF](/files/Example%20Consent.pdf)

> [!NOTE]
>
> Patient can continue now or pause and return later.

![Continue now or later](https://mintcdn.com/opsync/zbI0Fe3EK8B4vO_A/images/booking_continue.png?fit=max\&auto=format\&n=zbI0Fe3EK8B4vO_A\&q=85\&s=456ce1b0232e5d556e7d2843503ee627)

Once financial consent is complete, the patient receives an email with instructions for procedure consent:

![Step 2 email](https://mintcdn.com/opsync/AERLpM1sI5NoSYC6/images/email_booking_step_2.jpg?fit=max\&auto=format\&n=AERLpM1sI5NoSYC6\&q=85\&s=3e478e001a088bd5338cab1477c46654)

***

## Step 4: Patient completes procedure consent

1. Patient watches procedure videos
2. Answers understanding questions

![Procedure consent video](https://mintcdn.com/opsync/zbI0Fe3EK8B4vO_A/images/booking_consent.png?fit=max\&auto=format\&n=zbI0Fe3EK8B4vO_A\&q=85\&s=4669982b9b3c48b6310e4dcf03ec64e0)

> [!NOTE]
>
> Patients must watch the entire video before proceeding — they cannot skip ahead.

![Procedure consent questions](https://mintcdn.com/opsync/zbI0Fe3EK8B4vO_A/images/booking_consent_questions.png?fit=max\&auto=format\&n=zbI0Fe3EK8B4vO_A\&q=85\&s=9b20116960b81657a11b86fff2dd8559)

***

## Step 5: Booking complete

The booking is now complete and ready for the procedure.

![Booking complete](https://mintcdn.com/opsync/zbI0Fe3EK8B4vO_A/images/booking_complete_1.png?fit=max\&auto=format\&n=zbI0Fe3EK8B4vO_A\&q=85\&s=5dad1c4bad0ff2f04051b23b564ff058)

![Booking complete - preparation info](https://mintcdn.com/opsync/zbI0Fe3EK8B4vO_A/images/booking_complete_2.png?fit=max\&auto=format\&n=zbI0Fe3EK8B4vO_A\&q=85\&s=cab31d579d336bc8b1cbc860644a1307)

Patient and admin receive a confirmation email with procedure details and preparation instructions:

![Booking confirmed email](https://mintcdn.com/opsync/AERLpM1sI5NoSYC6/images/email_booking_confirmed_admin.jpg?fit=max\&auto=format\&n=AERLpM1sI5NoSYC6\&q=85\&s=7e6d25518c2168ea1315211c024392be)

***

## Statuses

| Status | When |
| - | - |
| **Confirmed** | Admin creates the booking |
| **Consented** | Patient completes both consents (done) |


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