Getting Started with Abby for Cliniko

Once you have successfully downloaded the Chrome extension, navigate to your calendar view. Open the chrome extension and select Display. When you do Abby will;

1. Change the background for appointments that have had an SMS response; or 
2. Not change the colour for those appointments that have not had a response;

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‍Where a response has been received, Abby will change the colour in two ways based on the intent, or meaning, of the response;

1. For appointments where Abby has interpreted the response as “Confirmed” - Grey

2. For appointments where there is a response but the response is interpreted as a “Cancellation”, a “Reschedule” or Abby cant determine the intent with enough confidence - Red with an underline
   

‍If you would like to manually confirm an appointment, say after contacting the patient and confirming via the phone, you can use our manual confirmation feature.‍If you would like to add a note to the appointment manually, you can use the manual note feature. ‍One of the great features of Abby is that every SMS received, and the intent, is posted directly to your Cliniko appointment meaning your team can always know the status of appointment confirmation whether at the calendar view using the extension or in the appointment item itself.

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Step 1: Download the Abby Chrome Extension

1. Open Google Chrome on your computer.

2. Visit the official Abby Chrome Extension page.

3. Click on the blue Add to Chrome button.

4. A pop-up will appear asking for confirmation. Select Add Extension.

Step 2: Install the Extension

Once the download is complete, Chrome will automatically install the extension. You’ll see a notification in the top-right corner of your browser indicating that Abby has been added.

Step 3: Pin the Abby Extension

To make the most of Abby, it’s important to pin the extension to your toolbar. Here’s how:

1. In Chrome, locate the puzzle piece icon  in the top-right corner of your browser – this is the Extensions menu.

2. Click the icon to open the list of your installed extensions.

3. Find Abby in the list.

4. Click the Pin icon  next to Abby. It will turn blue, and Abby’s icon will now appear in your toolbar for quick access.

That’s It! You’re Ready to Go

With the Abby extension pinned, you’ll have instant access to all the tools and features you need. If you have any questions or run into issues, feel free to reach out to our friendly support team.

Please note that your confirmation sms need to be sent and received after you've signed up for Abby. In most cases give it a couple of working days before Abby is fully functional to start using it.

After you have logged into Abby you can simply close the Abby tab. Head back to Cliniko, open the extension and away you go. You don't have to login to Abby everytime and if you do the extension will point in the right direction.

Abby highlights appointments needing your team’s attention. Confirmed appointments turn light grey, indicating no further action is required. Red and underlined appointments signify that the patient cannot attend (requesting to cancel or reschedule) or may need a response from your team. Appointments that do not change colour are those without an SMS response and need follow-up to confirm.

Our Chrome extension manipulates values displayed in your browser. When you click on an appointment, it refreshes your screen in the background, reverting the colours. Simply click the extension again to update the view.

To manually confirm an appointment that was not automatically confirmed via SMS, follow these steps:

1. Click on the appointment in your Cliniko calendar.
2. Reopen the Abby extension.
3. In the extension, use the multiline input field to add any relevant notes.
4. Click the "Confirm" button to add the note and confirm the appointment.

This process ensures that the appointment status is updated to confirmed in your Cliniko calendar.