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To go live with Online Recalls you need to ensure your recall settings are up to date as well. See the botttom bottom section ‘Ensuring your recall settings are current’. |
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This is how you add providers for planned Online Bookings. You need to set the clinic settings and confirmation templates as before. Additionally under ‘Sending Templates’ you need to set what email/SMS templates you’d like when sending patients links for outstanding planned appointments. You’ll most likely have ones we’ve created for you already called ‘OBPLANNED’.
If you’d like some guidance on how to send planned links to patients then click here.
Updating the reasons/services available online
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In the above example a service is added for ‘Oral Hygiene Visit’. What you also need to set for Online Booking reasons are:
The private price you’d like to display. You don’t need to set an NHS price here as the Online Booking page will always display the latest NHS fees under the NHS tab.
The deposit you to be taken for the service. This is only for private appointments.
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3. The providers you’d like available for it under ‘Configure Providers’. The Online Booking configuration Exact will then ask you if you want to add every provider, all dentists or all hygienists. However you can add, edit and remove providers to it one by one if you prefer.
4. For each provider you can then amend the appointment lengths & code, clinic settings and confirmation templates if this needs to be different for this Online Booking reason.
Features you can turn on/off
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