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The default NHS and/or Private appointment length as well as the service code.
What clinic settings you want it to default to, the three options being:
‘Specific Clinic’ - meaning you can set a clinic that should be in the provider’s diary for the online bookings to go in.
‘All unbooked non-clinic time’ - (recommended) which would allow the online bookings Online Bookings to go in any open time that isn’t zoned out with a clinic.
‘All unbooked time’ - This one allows the online bookings Online Bookings to go in any open time regardless if there are clinic zones there or not.
What confirmation template you’d like to be sent automatically which sends when a patient books online. There will more than likely be one already created for you for email and SMS called ‘OBAPPCON’.
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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 below botttom section ‘Ensuring your recall settings are current’. |
Planned Online Bookings
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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’.
Updating the reasons/services available online
After defining all the providers you’d like for Online Bookings you also need to decide what services you want patients to choose from; this part is just for the new/existing patients booking for your website.
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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 NHS fees under the NHS tab.
The deposit you to be taken for the service. This is only for private appointments.
If you don’t see the ‘Deposits’ section it means you don’t have the Online Payments facility.
3. The providers you’d like available for it. The Online Booking configuration will ask you if you want to add
Features you can turn on/off
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