Daily to-do list
- Harry Garwood (Unlicensed)
MINI SERIES - PART 1
In this article we will cover off your daily ritual for Online Booking. We will include some basic checks to make sure you are getting the most out of your online presence and keeping things shipshape.
Monitoring the Online Appointments tab
The Online Appointments tab is a handy tool for keeping an eye on the bookings coming in. You can use it if you need to verify the upcoming appointments booked online are A-okay to go ahead, but also to resolve any issues that may have resulted from patients booking in through the widget link. For instance, if an existing patient accidentally books as a new patient online.
If you don’t see the Online Appointments tab in your appointment book you will need to add it for yourself by performing the below steps:
Sending planned links
When the patient departs through reception the Receptionist attempts to book the planned treatment appointment manually in the appointment book.
If the patient cannot or will not commit to a booking, the Receptionist opts to send the planned treatment booking URL...If the patient has no Email and/or SMS contacts recorded, the Receptionist will first need to record them:
NOTE: EXACT will pop up a warning if the Receptionist clicks the online bookings button without having these contacts recorded:
In this case the Receptionist can either open the Patient File to record the details, or click the Collect Email and Mobile prompt in the Departure Task List:
TIP: When both the Collect prompt and the online bookings button both appear, first collect the contact details:
With contacts recorded, the Receptionist clicks the online bookings button to open the Send Online
Booking Link by SMS/Email window:
The Receptionist checks (ticks) any combination of these checkboxes and then clicks Send.
The following processes then occur:
The SMS/Email with the booking URL is sent to the patient.
The online bookings prompt disappears from the Departure Task List:
The patient details display in the Follow Up tab under the category OLB Link Sent:
The booking URL is populated with details of the planned treatment booking requirement, ready for patient booking.