OLB Configuration 101

Amending the provider setup

As providers come and go to your practice you’ll want to keep the Online Booking configuration up to date with who the patients can book with.

New/Existing Patient Website Bookings

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:

1. The default NHS and/or Private appointment length as well as the service code.

2. What clinic settings you want it to default to, the three options being:

   1. ‘Specific Clinic’ - meaning you can set a clinic that should be in the provider’s diary for the online bookings to go in.

   2. ‘All unbooked non-clinic time’ - (recommended) which would allow the online bookings to go in any open time that isn’t zoned out with a clinic.

   3. ‘All unbooked time’ - This one allows the online bookings to go in any open time regardless if there are clinic zones there or not.

3. 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’.

Recall Online Bookings

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 set them on their patient file.

Updating the reasons/services available online

Features you can turn on/off

Ensuring your recall settings are current