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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. |
Amending the provider setup
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/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. |
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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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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 to be taken for the service. This is only for private appointments.
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If you don’t see the ‘Deposits’ section then you don’t have the Online Payments facility. |
3. The providers you’d like available for it under ‘Configure Providers’. Exact will then ask you if you want to add every provider, all dentists or all hygienists to it. However you can add, edit and remove providers instead one by one if you prefer by clicking ‘no’ to this option.
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.
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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’. |
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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.
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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’.
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If you’d like some guidance on how to send planned links to patients then click here. ← PLACEHOLDER |
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Features you can turn on/off 🧰
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These are some other options you can enable/disable for your Online Bookings depending on your preferences:
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