Before adding a new appointment type in LocalMed make sure that the appointment/block type exists in your practice management software!
Below are some of the appointment types that our other customers have consistent success with. We invite you to review the list and let us know on your set up call which ones you'd like to set up for your providers!
New Patient Exam - Adult
New Patient Exam - Child
Returning Exam - Adult
Returning Exam - Child
Teeth Cleaning - Child - Returning
Teeth Cleaning - Adult - Returning
Adding an Appointment Type in LocalMed
Step by Step Instructions:
First open the LocalMed Portal to the Practice Overview page
At the top of the right side of the page is the actions box, click on Add a Reason for Visit
This will open up the Add Reason for Visit page
Select which offices you want this appointment type to schedule at. Any locations that are selected will have this appointment type appear for patients while scheduling online.
Click the Next button to continue to the next step
Here you will select the reason for visit. This is the title the patient will see while scheduling
You can switch between new and returning patient appointments in the top right of the box
Try using the search bar at the top to quickly find a title that accurately describes your appointment type!
Once the reason for visit has been selected press Next to move onto the next step. On this page you will be linking the reason for visit with the appointment type in your practice management software
You will see a list of all appointment types found in your practice management software.
Use the search bar to find the proper appointment type, you can search by the name/description, code, or appointment length.
This is the appointment title you will see appear on your schedule in the practice management software when a patient schedules
Once you've selected the proper appointment type click Next to move on
This is where you can select which operatories this appointment can be scheduled in.
Choose all applicable options and press next!
Finally you can choose which providers can be scheduled with for this appointment type. You will see a list of all your providers in LocalMed.
If the provider does not have a checkbox to the left of their name and instead has an Enable button to the right, then that provider is currently not linked to the operatories you selected on the last step. Press Enable to activate the proper ops
Once you have selected the providers press Next to move to the last step
All that is left is to confirm the information you have selected
If anything looks wrong on this page click on the Edit button to the right of it
If everything looks correct then press Add Reason for Visit
A loading sequence will appear ending with the following page:
Congrats, you're done!
The new appointment type has been added and will be an available option for patients to choose while scheduling online!
Keywords: setup, setting up, set-up, getting set up, getting started