The online booking feature allows patients to book recare appointments online.
Pre-requisites for using online booking
Recare patient communications. Patients receive email and text message reminders with the option to book online.
No roaming providers. Providers must be assigned to always work in certain operatories. Online booking offers open time slots to a patient based on which operatories providers can be scheduled in.
Setting up online booking
Set up or modify recare types. .
For each location, verify that the information is correct, and upload a logo. These will be seen by patients.
For each provider, verify that his or her user information is correct, and upload a photo. These will be seen by patients.
For each location, set up the available hours for online booking.
For each location, set up the default recare appointment lengths for online booking.
For each location, enable online booking.
For each location, set up or modify patient communications. Ensure that there is at least one active recare email reminder. In the sample email messages for your active recare email reminders, you should see a Book Now button.
When a patient receives an email or text message reminder, he or she clicks (or taps) Book Now (for an email message) or the link (for a text message).
The patient is taken to the online booking website and sees available times for dates spanning from his or her recare due date to two months after.
Open times that don't conflict with appointments and events that are already scheduled are shown.
Open times that are at least as long as the default appointment length for the applicable recare type are shown.
Nightly, online booking automatically searches for openings for the next several months.
When you create, move, or delete an appointment or event, the change is published to onling booking within 30 seconds.
Changes to online booking hours is published nightly.
Office hours are not taken into account.
When you inactivate a provider or an operatory, it is purged immediately from online booking, and the corresonding hours are removed from the available hours setup.
The patient selects an available time slot, and then clicks (or taps) Book Now.
Within 30 seconds, the patient is informed that the appointment has been booked, or if there is an error, to call the office.
If an "appointment scheduled" patient communication has been set up, the patient will receive that notification.
The office sees that a new appointment has added to the schedule.The appointment has has a cloud icon, has an Unconfirmed status, is 1 hour in length, has a recare procedure attached, and has a note that the appointment was created for the patient.
An entry for the appointment being booked online is added to the audit log.
An appointment that a patient books online appears on the schedule automatically and has a cloud icon to indicate that it was booked online by the patient.
An icon and a note appear on the Appointment Information panel for an appointment that was booked online by a patient.