Online Scheduling is a part of the Engagement Module. If you are interested in learning more, CLICK HERE to request a demo!
Online scheduling has become increasingly popular in recent years, and for good reason. In a dental practice, online scheduling can save time and increase efficiency for both the practice and its patients. By allowing patients to schedule appointments online, your practice can:
Reduce phone calls
Save time on administrative tasks
Focus on patient care and other tasks
Improve patient satisfaction by providing more flexibility and convenience
With online scheduling, patients can schedule appointments at any time, without having to call during office hours. They can also receive reminders and confirmations via email or text message, which can help reduce the number of missed appointments.
We recommend starting your Online Scheduling journey by watching our webinar! We'll show you how to leverage Online Scheduling in Dental Intelligence to increase the number of visits in your practice.
Set Up Online Scheduling
Setting up your Online Scheduling configuration is crucial for the smooth operation of the practice and for providing the best possible care for patients. To get started, click on the Schedule dropdown, then click Configuration.
In order to take advantage of the most current updates to Online Scheduling, you must be on the most recent version of the Engagement Bridge. Learn how to update your bridge.
Create Practice-Level Services
Once you've set your Online Scheduling configuration, the first step in setting up online scheduling is adding practice-level services.
Watch this short video to learn how to set up services:
Add Online Scheduling Widgets to Your Site
From Online Scheduling Configuration, navigate to the Widgets tab. Click on the Create Widget button. Once created, you will see a list of all practice widgets that can then be added to your practice site.
Create and Send Scheduling Links
In Engagement's Online Scheduling, you can create custom scheduling links that enable you and your team to send individual scheduling links for specific service types, allowing more control over what each patient is able to schedule.
Watch this short video below to learn more about creating custom scheduling links:
Online Scheduling Patient Experience
Online Scheduling gives your practice complete control over which procedures, providers and operatories can be booked online. This has a direct integration with your practice management software, so all of the appointment information is automatically entered for you.
Watch the short video below to learn more about the online scheduling patient experience:
Add/Remove Patients to the Blocklist
In some instances, it may be necessary to prevent a patient from scheduling or requesting an appointment online. With the Online Scheduling Blocklist, you can add patients to the list by their phone and/or email.
Manage Patients with the Action Items Dashboard
The Online Scheduling Action Items dashboard will help your practice manage patients with differing needs. Here you will see various lists of patients requiring appointments, including those who require immediate attention, those who are past due for hygiene visits, those with outstanding treatment, and those with missed appointments.
Watch this short video below to learn more about navigating the Action Items dashboard:
Track Online Scheduling Performance
Tracking the performance of online scheduling efforts is essential for the financial growth and success of dental practices. By using a tool like Dental Intelligence's Online Scheduling Performance dashboard, dentists and their staff can gain a comprehensive understanding of their practice's scheduling operations, which can help them to identify areas for improvement and optimize their performance.
The online scheduling Performance dashboard can be accessed from the lefthand navigation in Engagement by clicking on the Schedule dropdown, then clicking Performance.
