Tuesday, September 14, 2021

If You're New to Online Booking, Start with the Templates

Phasing into online booking can be easier when you start by offering appointments that are predictable in length and experience. 

Patient Engage provides Online Booking templates for the following appointment reasons: New Patient Exam, Cleaning and Checkup, and Emergency Exam. These treatments are more straightforward for patients to book on their own, and they often lead to future treatments that you can schedule in the office.

Note: You’ll want to plan ahead since emergency exams often lead to same-day treatment. Consider offering those treatments earlier in the day for online booking, so you have time to schedule same-day treatments. 

These templates are easy to set up and activate. Just edit a few settings and then toggle the switch to ON.
For example, you may want to offer the appointment type labeled Check Up & Cleaning
  1. Click Edit next to that appointment type.


  2. Edit the available times, providers, operatories, and special instructions to fit your office's needs.


  3. Select Sync back bookings from patients directly to my management system.


  4. Click Save.

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