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.

Here is a video that explains how to invite a patient to schedule:


How to Invite a Patient to Schedule Online

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

💥Note💥: If you have created a custom scheduling link, it will not appear in the "Invite to Schedule" option.


How to Send a Bulk Invitation to Schedule

Step By Step Instructions:

  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


For more information on how to create and send a custom online scheduling link, refer to the following article:

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