Custom Online Scheduling Links - Engagement [Modento]

In Engagement [Modento]'s Online Scheduling, you will now be able to create Custom Scheduling Links. Doing this will 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

Refer to the following article to learn how to set up Custom Scheduling Links and send Invitations to Schedule

• How to Create Custom Scheduling Links

• How to Invite a Patient to Schedule

• Connecting Group Service Types

💥Important Note💥: Engagement [Modento] Online Scheduling is a Premium Add On. If you have not already added this feature, this will not be enabled in your settings. If you would like to add Online Scheduling, reach out to our support team or your Account Manager to begin this process

How to Create Custom Scheduling Links

Step by Step Instructions:

1. Access the Engagement [Modento] Settings

2. Click into Practice Setup

3. Select the Online Scheduling tab

4. Here you will have 3 separate tabs, click into the Custom Scheduling Links option

5. Click Create Link

   

6. This will require the following fields to be filled:

   1. Select the Offices that this appointment type can be scheduled with. If you do not have multiple offices simply select your singular office

   2. Select the Service Types you would like to enable to be scheduled with this link (multiple can be selected)

      1. Here is where you can select the Group Service Types you have created through this process

   3. Select the Providers that will be scheduled for these appointments

   4. Enter in a customized URL Name. We recommend this be related to the service types selected

7. Click Create

   

Now that you have created your Custom Scheduling Links you can send these to individual patients, add these links to your templates or even add the links to buttons on your website. Simply click the Copy icon next to the custom URL name:

How to Invite a Patient to Schedule for Specific Procedures

Step by Step Instructions:

1. Select the three dot menu next to the patient's name

2. Hover over Communication

3. Select Invite to Schedule

4. This will require you to fill out the following fields:

   1. Select the Offices that this patient can schedule at. If you do not have multiple offices simply select your singular office

   2. Select the Service Types you would like to provide for this patient to schedule

   3. Select the Providers that this patient can be scheduled with

   4. Enter in the Earliest Scheduling Date for this patient (a number of weeks)

   5. Select the Preferred Delivery Channel

Click Send Invite

Group Service Types

If you are a part of a DSO (Dental Service Organization) or Group Dentistry office, using Engagement [Modento]'s Online Scheduling, you will now be able to connect Group Service Types if you have multiple locations! Doing this will enable you and your team to send scheduling links that allow patients to choose from multiple locations when scheduling specific service types.

Refer to this article to learn how to connect your Group Service Types and get more patients scheduled!