Within Engagement, you can manually copy and paste an Online Scheduling link to send directly to a patient, or you can use the "Invite to Schedule" option built into their patient menu. Using the Invite to Schedule option will pre-fill the patients information for them, including contact information, provider, and appointment type. From there, the patient simply selects a time that is convenient for them and completes the scheduling process within seconds.
Important note: 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.
Here is a video that explains how to invite a patient to schedule:
Invite a 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 near/distant future based on the earliest scheduling date that you have set.
From the Patients tab in the left menu, 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.
How to Send a Bulk Invitation to Schedule
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.
Access the Patients tab
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
Want to learn more about Engagement Online Scheduling? Attend our Online Scheduling Webinar and get answers to your burning questions!