Online Scheduling by Dental Intelligence is the most powerful online scheduling in the dental industry. We are grateful that this tool has made it easier for millions of patients to schedule with their providers and look forward to enabling this for your office.
You will need the following information for each provider you want to make available for online scheduling:
Name of Provider
Provider ID
Provider's Operatory
Provider's Schedule (days of the week + hours on each of those days)
Appointment Types (which appointment types for which provider)
The provider must be set up in your practice management software as a provider
This video will walk you through the steps of getting your providers added to the LocalMed Online Scheduling feature.
In the following step by step instructions we will cover:
Adding a Provider
Adding a new provider in LocalMed is quick and easy!
Step by Step Instructions:
Select Practice Overview from the menu on the left
Click on "Add Provider" found in your Actions window
In the General Info:
Enter the providers NPI (if applicable)
Upload a photo for patients to see while scheduling, however, these are not required
Enter the first and last name of the provider, this information will only appear in the LocalMed portal
Enter the name you would like for patients to see while scheduling in the display name box.
Select the providers gender and click Next
4. Select the providers specialties. Use the search field to quickly locate desired specialty. Multiple specialties can be selected per provider. If you aren't seeing the specialty you are looking for try clicking "Load More" to see more options!
5. Click Next to continue
6. Click to elect the office location you are adding this provider to and click Next to continue
7. Enable the Operatories for this provider you want to make available for online appointment scheduling. Select each operatory and day that applies to this provider. If the provider only works certain ops on specific days of the week you can select just those boxes!
8. Next, select the all appointment types you want to make available for online scheduling
9. Next, review all of your provider details. Click the edit icon to make any changes and click Add Provider
10. You will now see a loading sequence ending with the following screen:
*If you are given an error after the loading sequence check if the provider was created before trying to make the profile again!
Congrats! You're finished!
The provider has now been added to LocalMed and will be available for online scheduling!
Adding a Default Reason for Visit
Setting a default reason for visit means that when a patient select this provider to schedule an appointment this reason for visit will be automatically selected until they choose another one.
If you would like to add a default reason for visit for this provider then follow these simple steps.
Step by Step Instructions:
Select Practice Overview from the menu on the left
Scroll down to the Providers section
Select the gear icon to the right of the provider's name
Select the Schedule Settings on the left
Select the edit Pencil Icon
Scroll down to the Reasons for Visit and select a Default Reason for Visit
Be sure to Save Changes at the bottom of the screen
