Occupational therapists: scheduling home assessment rounds

A home assessment takes far longer than a clinic session: the drive, walking through every room, measuring, talking with the family, and the report afterwards. Schedule them as their own service in your booking calendar, with long slots that include travel, grouped by area on set days. Relatives and care teams book a visit online, you arrive with the address and access already in hand, and your week doesn't zigzag across the region.

On Book, each service has a name, a price and an optional description shown on your public page, and each slot belongs to one service, sits within one day and has its own capacity. Keep home assessments separate from clinic sessions, each with its own slot length.

Durations are examples: set your own, and state your fees in each description.

Create one home assessment service per area, each open on its own days, such as Tuesday in the north and Thursday in the south. Slots repeat each week on the weekdays you choose until an end date. With two assessments a morning in the same area, you spend your time in homes, not in traffic.

A son, a daughter or a hospital discharge team may book for the person you'll assess. Ask them to enter the person's name in the booking and their own name and phone in the note, and to make sure someone can open the door. If you book a referral yourself from your list, first and last name are enough.

The note appears in the booker's calendar file, so keep health details for the visit or your own intake process.

Reports and equipment recommendations take time after each assessment. Leave an afternoon a week without slots for writing, so assessments don't pile up unreported.

After the assessment, book the equipment fitting or follow-up visit from your list. If you enter the family's email, they get a confirmation with a calendar file. Rescheduling works across services, so a home follow-up can become a clinic session once the person can travel. Families can't move or cancel online: they call you and you move the visit.

Book has one booking page per business and no staff field. In a practice with several therapists, give each their own home assessment services. Book doesn't send reminders or take payments. Book costs €5/month, everything included: unlimited services and bookings, no commission, no contract.