Below is a description of what happens when a practice sends Web Sched Recall reminders to patients (automated or manual) and the patients goes online to schedule. See Web Sched Feature for a description of the Web Sched Recall service.
One reminder for each recall appointment is sent to the patient's Authorized Representatives. Each reminder contains a clickable link that is patient-specific based on patient number.
To schedule an appointment, the patient will follow these steps:
- Open the reminder and click on the link in the message text to open Web Sched Recall in a browser.
- Practice or clinic name, address, and phone number: Based on the information entered in Practice Setup or Clinic List (patient's default clinic).
- Patient info: Only the patient's first name and age shows. If the patient is over 89, 89+ shows. No PHI is displayed.
- 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: By default, the first dates with available time slots show, based on criteria selected in Web Sched Recall. Select a date and available appointment times will show. Then select the desired appointment time.
- (optional) Check Notify me if an earlier appointment time becomes available to have the office notify patient about earlier appointments. This marks the appointment as ASAP and it will show on the ASAP List.
- Click Finalize Appt.
- A confirmation message will show. To confirm, click Yes. To return to the list of available dates, click No.
- If Yes, a confirmation of the now scheduled appointment will show.
- Close the browser to end the session.
In Open Dental
Note: Once an appointment is scheduled it cannot be changed in Web Sched Recall. If a patient reopens the email link, they will be notified an appointment has already been booked.