Important Announcement about LocalMed Services
Effective November 15th, 2025, LocalMed will be retired and we will be moving all online scheduling functionality into our unified Dental Intelligence platform within our Engagement module. With Engagement, you’ll get everything you love about LocalMed, plus powerful new tools such as:
Your next steps:
Already using Engagement? You should have received communication on how to schedule a transition session with our Online Scheduling Transition team. Need assistance? Contact Support.
Not on Engagement yet? To continue scheduling online after November 15, learn more about Dental Intelligence Online Scheduling and schedule time with an Account Manager.
Adding Custom Appointment Types
Access the Practice Overview tab in your LocalMed dashboard
Select the Add Appointment Type button in the top left hand corner
Select the applicable Office (location) if there are multiple, then click Next
Enter in the requirements for the Reason For Visit then click NextName
Description (optional)
Patient Status
Age Range (optional)
Scheduling Channels
Category
Select the Appointment Type. This pulls through the procedure codes and appointment lengths from your Practice Management Software. Click Next
Choose which Operatories these appointments can be scheduled in. Click Next
Select which Providers this can be scheduled with. This will pull the Provider ID's from your Practice Management Software. Click Next
Confirm on the final page then click Add Reason For Visit
