Online Scheduling is part of the Engagement Module. If you're interested in learning more, CLICK HERE to request a demo!
Dental Intelligence provides you with automated or manual methods to invite patients to schedule appointments online at your practice. Within Dental Intelligence Online Scheduling, you have the ability to send patients a general practice link so they can see all of the service types your practice offers, or create and send custom scheduling links, which will allows patients to schedule a specific appointment type.
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.
Update Online Scheduling Invitation Message Verbiage
Before sending out online scheduling invitations to patients, you can review the message included with your scheduling link in Dental Intelligence Settings.
Click on the settings gear in the upper right corner
Click on the Verbiage tab
Click on the Online Scheduling section to expand it, then click on the pencil icon to make changes to the text and email versions of the message
Add placeholders by clicking on the Placeholders dropdown
When finished, click Save to apply your changes
Note: Do not remove the :link placeholder. If the :link placeholder is removed from the body of the message, your patients will not be able to click to schedule online when they receive your invitation message.
Send Manual Online Scheduling Requests
Important note: Before you can invite patients to schedule, you must have at least one practice-level service added. Learn how to set up practice-level services.
If you would like to send scheduling requests to patient(s) for immediate booking or for a specific procedure, please send them a custom scheduling link.
Copy/Paste Scheduling Links into Messages
Copy/Paste Scheduling Links into Messages
Click on the Schedule dropdown in the left side menu, then click Configuration
Next, click on the Scheduling links tab
Your general scheduling link is located at the top of the page. Click on the copy icon to copy the general scheduling link URL
Or, in the Custom Scheduling Links section, click on the copy icon next to the custom link name
Once copied, you can paste the link in direct messages or email templates
When a patient receives a scheduling link via direct message, the experience will look like this:
Invite an Individual Patient to Schedule Online
Invite an Individual Patient to Schedule Online
Follow the steps below to send an individual patient a visible, practice-level service scheduling request. This request will enable the patient to schedule an appointment in the next 4 weeks worth of availabilities based on the earliest scheduling date that you have set.
Click on the Patients dropdown in the lefthand menu, then click Patient Finder
Select the three dot menu next to the patient's name
Hover over Communication, then select Invite to Schedule
This will require you to fill out the following fields:
Select the Practice location that this patient can schedule at. If you do not have multiple locations, simply select your practice
Select the Practice-level service type you would like to request this patient to schedule
Select the Providers that this patient can be scheduled with
Enter in the number of weeks out on the calendar that the patient will not be able to schedule for (ie, the Earliest Scheduling Date)
Select the Preferred Delivery Channel
If desired, click to check to send a Follow Up using the preferred delivery channel if the patient does not schedule after the entered amount of days after their last scheduling request was sent
To modify the verbiage in the Follow Up message, access Settings and then click the Verbiage tab. Scroll through the available verbiage messages and then click Online scheduling - follow up.
Click Send Invite
Note: If you have created a custom scheduling link, it will not appear in the "Invite to Schedule" option. If you would like to send scheduling requests to patient(s) for immediate booking or for a specific procedure, please send them a Custom Scheduling Link. Learn more here.
Send a Bulk Scheduling Invite to Multiple Patients
Send a Bulk Scheduling Invite to Multiple Patients
Follow the steps below to send a visible, practice-level service scheduling request to a list of patients in just a few clicks. This request will enable the patients to schedule an appointment in the near/distant future based on the earliest scheduling date that you have set.
Click on the Patients dropdown in the lefthand menu, then click Patient Finder
Select the patients to be included in the invitation to schedule
Note: This can be done by filtering with the patient filters OR manually selecting each patient by clicking on the checkmark box next to their name.
Click on Bulk Actions
Click on Invite to Schedule and fill out the necessary fields
Fill out the required information and click Send Invite
Managing Appointment Request Notifications
Once the patient has submitted an online appointment request, you will be notified in the Personal Assistant with the details of the appointment requested or scheduled.
