Engagement provides you with an Online Appointment Request link that can be accessed in your Engagement Settings. This link can be sent out to patients and allows them to request an appointment for your available times according to your Practice Management Software. It will not schedule that patient until the request is approved.
In this article, we will discuss how to:
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Copy Online Appointment Request Links
Your general Online Appointment Request link will already be enabled by default. Copy and paste the link so it can be shared with patients by following the steps below:
Access Settings by clicking on the gear icon in the upper right corner
Select the Services tab and then click Resources
Click on the copy icon to copy the Online Appointment Request link
Share Appointment Request Links with Patients
Once the link has been copied, paste it into a template to use for quick loading messages in patient chats, or create a new message by accessing the patient three-dot menu
Learn how to create new templates here.
From the three-dot menu, hover over Communication, then select Send a Direct Message
Here you can add text, templates or placeholders as needed
Paste the link or select the template that you have added the link to
Click Send
Patient Experience
When a patient receives a scheduling link via direct (text) message, the experience will look like this:
Managing Appointment Request Notifications
Once the patient has filled out the appointment request form and submitted the request, you will be notified in the Engagement Inbox with the details that were included by the patient.
