Web Sched New Patient: What Patient Sees

When using Web Sched New Patient, what a patient sees depends on the selected settings.

Patient Questions

Patients will be asked a series of screening questions to determine their eligibility to schedule. A patient is eligible to schedule if:

Question 1: Has this patient had an appointment with us before?

Question 2: Is the patient 18 years or older?

Question 3: Are you the parent or legal guardian of the minor patient?

Question 4: What is the reason for this appointment?

Click View Openings to continue.

Proceed to Scheduling

Select a Provider: If you have opted to allow patients to select a provider, and more than one provider has available openings, patient can select a provider. To view a provider photo and description, click +. Click - to collapse provider information. +/- only shows when provider details have been added to the provider's profile on the Provider, Web Sched tab. There is no particular order of providers.

Calendar: Patient selects a day and time, based on available time slots.

Guardian Info: Guardian information only shows when the patient is under the age of 18.

Patient Info: Patient enters basic information and contact information.

Note: By entering their phone number, the patient agrees to receiving text messages from the office. This will set Text OK and Appt Texts to Yes in the Edit Patient Information window.

Schedule Appointment: Patient clicks to schedule their appointment.

Patient Verification

Depending on the setting selected in the Web Sched Advanced window, the patient will be prompted to verify their identity with a verification code. The office can opt to have the patient verify by receiving the code via text, email, or both.

On the Enter Verification Code window, patient must enter the code correctly, then click Verify to proceed. Code is not case-sensitive and is only valid as long as the Enter Verification Code window is open.

If patient information meets requirements (new patient, 18 or over), a message will indicate scheduling success.

If you have set up web form to show after the appointment is scheduled, it will show instead.

If you have added a redirect URL to the code, the redirect URL will show instead.

In Open Dental

Scheduled appointments instantly show up in the Appointments Module.

Alerts are created to notify staff a new patient appointment has been scheduled.

Use the Web Sched Appointments Report to view and track appointments scheduled using Web Sched.