Engagement: Online Scheduling Patient Experience

This article will show the patient experience when scheduling an appointment online through Engagement.

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

Offering online appointment scheduling is a great way to give patients flexibility and control over their appointments. They can find and book appointments at their own convenience and get their appointment reminders and paperwork without ever needing to make a phone call!

Online Scheduling through Engagement also gives the practice complete control over which procedures, providers and operatories can be booked online. This has a direct integration with your practice management software, so all of the appointment information is automatically entered for you.

New Patient Mobile Experience

Generally, new patients will access your general online scheduling link through your website. To locate the link and learn how to send it out, click here.

  1. When the patient opens the online scheduling link after it is sent to them, they will be required to enter in their First & Last name and their Birthday.

    Note: If this information does not match any patient information on file, we will inform the patient to ensure all fields are correct, or to ensure that if they are a new patient, they must select the New patient check box.

  2. They will then select their Reason for Visit from the available options you have set up.

  3. Then, they will be prompted to either select a Specific Provider or the Next Available Provider.

  4. Next, they will select a Time Slot from the available times Engagement [Modento] is able to read from your Practice Management Software (Dentrix, Eaglesoft, Open Dental) and the time durations you have selected.

  5. Lastly, the patient will Confirm and Schedule

  • Note: If the appointment requires a reservation fee, they will be asked to "Pay & Confirm." For more information on adding a reservation fee to a service type, click here.

Existing Patient Mobile Experience

Existing patients have the option to schedule through your general online scheduling link, or a staff member can send them an invitation to schedule.

When an invitation to schedule is sent from the office, it will auto fill the patient's contact and insurance information, as well as the appointment type they are scheduling for. The patient will simply need to choose a day and time, and it will automatically create an appointment in your practice management software. For more information on how to send an Invitation to Schedule, click here.

  1. First, the patient receives a link to schedule via text, email, or the Modento app

  2. The patient will be asked to enter their initials for verification

  3. They will select a time that is most convenient for them

    • Note: Engagement [Modento] can read into existing patient data to give date and time suggestions based on trends from their last appointments.

  4. Review details and confirm appointment

    • Note: If the appointment requires a reservation fee, they will be asked to "Pay & Confirm." For more information on adding a reservation fee to a service type, click here.

  5. If the is it is reservation fee gets declined or doesn’t process properly then patients will get a text or email to re-submit payment

Looking for additional information about online scheduling? Check out our webinar!

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