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This covers the importance of keeping the providers and services up to date for your Online Booking and some features you can utilise. |
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As changes happen over time with the practice you’ll want to keep the Online Booking configuration up to date with who the patients can book with and for which services.
New/
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existing patient website bookings
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The above shows how to add a provider into the New Patient/Existing Patient types of Online Bookings. These are for patients booking through the link on your website. As can you can see you need to set:
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You can have different settings to what you’re inputting here for each service available on your Online Booking website link; see ‘Updating the reasons/services available online’ below for details. |
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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4. For each provider you can then amend the appointment lengths & service code, clinic settings and confirmation templates if this needs to be adjusted for this Online Booking reason.
Recall Online Bookings
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This shows how to add a provider for Online Recalls. The only configuration needed here is the clinic settings and confirmation templates. This is because when the patient receives their recall link they’ll only be able to book for the dental/hygiene recall appointment you have set them on their patient file.
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To check you’re using Online Recalls and sending these links to patients you need to ensure your recall settings are up to date as well. See the below section ‘Ensuring your recall settings are current’. |
Ensuring your recall settings are current
Keeping you recall settings up to date is important to ensure your Online Recalls is getting the best utilization.
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Most practices automate the sending of their recalls but either way to let patients book their recalls online the email/SMS templates to send need to be Online Booking ones. These will probably have been created for you and are called ‘OBR1’, ‘OBR2’ and ‘OBR3'. The only difference between the templates is the wording depending on how due or overdue the patient is.
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’.
If you’d like some guidance on how to send planned links to patients then click here. ← PLACEHOLDER
Features you can turn on/off
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‘Display Call Me option’ - enabling this allows patients booking through the Online Booking link on your website only to request a callback from the practice. You’ll see see which patients have requested a callback from the ‘Online Appointments’ tab in your appointment book. For information regarding the ‘Online Appointments’ tab click here.
‘Open Recalls’ - This is for recalls only. If unticked then patients will only see dates & times from the date their recall is due onwards. If ticked and a patient receives their recall link earlier than they are due in then they could book in before their recall date if they wanted to.
‘Appointment Stacking’ - This determines how much availability our Online Booking will show within any gaps in your diary. If unticked then it will only show the first appointment time out of every gap whereas if ticked then it will show all availability on in half hour intervals.
The ‘Marketing Reasons’ section here is if you’re using Campaign Plus to send unique links to patients for a campaign you’re running (which you can do!) For more info on this please click here.
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