Web Sched New Patient
In the eServices Setup window, click New Patient.
See our webinar: Web Sched New Patient.
General Setup for Web Sched New Patients:
Patient Requirements: In order to schedule a new patient appointment using Web Sched New Patient, patients must meet the following requirements:
These Web Sched New Patient Appointment Types determine the reasons patients can select for their appointment, as well as the appointment's procedures, length, and time pattern
Double-click the grid to open Definitions: Web Sched New Patient Appt Types. Edit reasons and the appointment types associated.
Lists the operatories considered for available time slots. Only operatories associated with New Pat Appt Types are considered.
Double-click the grid to open Operatory Setup.
This area offers a preview of up to one month of open time slots for a location, based on the current settings.
When there are multiple operatories with openings at the same time, an appointment will be scheduled in the operatory on the farthest left of the schedule.
This message is intended to provide useful information to patients and will display when the appointment is being created. Click in the message to customize it.
The default message is: Your first dental appointment with us will include a comprehensive exam, xrays and a consultation with the dentist. The dentist will provide treatment options, recommend care and address any remaining questions.
Allow patients to select provider: When more than one provider has available openings, allow patients to select a provider. To add provider descriptions and photo that will be visible to the patient, see the Provider, Web Sched tab.
Prevent double booking: Check to block double booking of appointments, even if Appointment Rules would permit it.
Force United States phone number format: Determines the required phone number format. Check to force the United States format of 1- digits (XXX-XXX-XXXX). Uncheck to allow the patient to use any phone format.
Minimum number of days out an appointment can be scheduled (empty is 0): Enter the number of days in the future to search for the first available openings. Leave blank to include all available openings. For example, when 5 is entered, the first available opening offered to a new patient will be five days in the future. When left blank, an opening in the next 30 minutes could be offered.
Confirm Status: Select the Confirmation Status to apply to all appointments scheduled using Web Sched New Patient. The default is Created from Web Sched.
Notification Settings: See Web Sched Notify Setup.
By default, Web Sched New Patient does not consider Blockouts as available time. However, you can allow scheduling on top of specific blockout types.
Allowed Blockout Types:
Below are additional details and information that affect Web Sched New Patient appointment openings, provider assignment, and appointment details.
New Patients: Before allowing a patient to schedule a new patient appointment, Web Sched verifies that a record for the patient doesn't already exist.
Providers: Providers are assigned based on the operatory the appointment is scheduled in. It is important to assign a default provider to the operatory and/or assign the operatory to the provider's schedule time block. Providers cannot be marked as Not a Person in the Provider Edit window.