Online Scheduling is now available for Edge Cloud. With Online Scheduling, you can have prospective patients schedule an exam or consult with your office. Read on, and use the videos, to set up this feature in your practice.
Setting Up Your Scheduler
Your grid templates must be classified in order for Online Scheduling to work. If you do not already have this set up, you can do this in four steps:
More instructions can be found from the Schedule Setup and Design webinar.
Setting Up Online Scheduling
Once your schedule is set up, you can begin working on getting Online Scheduling set up.
Prospective patients can now select an appointment from your website to schedule. Once the appointment is selected, prospective patients fill out a brief form, and the appointment will be added to your scheduler.
Online Scheduling and Edge Cloud Scheduler
Prospects who use Online Scheduling are considered pending – meaning they don’t have a patient record yet. In addition, there is an extra icon in the Scheduler indicating the appointment was scheduled online.
Right click on the appointment in the scheduler and click View/Edit to bring up the Edit Pending Patient window. This window has various patient information fields and a notepad. If you have all of the biographical information filled out and want to promote the prospective patient into a full patient, click Promote to create a patient folder. You can also right click on the pending appointment and choose Convert to Full Patient.
Using Subgroups With Online Scheduling
Set up a subgroup in your Subgroup Widget to see when prospective patients have scheduled an appointment online. Once the patient has been promoted to a full patient, they are removed from this list.
For more information, view the Online Scheduling help video.