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Engagement: Online Scheduling Invite Patients to Schedule
Engagement: Online Scheduling Invite Patients to Schedule

Learn how to invite your patients to schedule online using the Online Scheduling features in Engagement

Emily Allred avatar
Written by Emily Allred
Updated over a week ago

Within Engagement, you can invite patients to schedule individually or in bulk.

Watch this video to learn more about how to invite patients to schedule.

Important note: Before you can invite patients to schedule, you must have at least one practice-level service added. Click here to 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. Learn more here.


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 near/distant future based on the earliest scheduling date that you have set.

  1. From the Patients tab in the left menu, select the three dot menu next to the patient's name

  2. Hover over Communication, then select Invite to Schedule

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

    1. Select the Practice location that this patient can schedule at. If you do not have multiple locations, simply select your practice

    2. Select the Practice-level service type you would like to request this patient to schedule

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

    4. 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)

    5. Select the Preferred Delivery Channel

    6. 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
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      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.
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  4. 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

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.

  1. Access the Patients tab

  2. Select the patients to be included in the invitation to schedule

    1. 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.

  3. Click on Bulk Actions

  4. Click on Invite to Schedule and fill out the necessary fields

  5. 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!

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