The first step in setting up online scheduling is adding the practice-level services. Here is a short video that explains how to set them up:
How to Setup Practice-Level Services
Step by Step Instructions:
Access Settings in your online scheduling tab
Select Practice-Level Services
Then, click Create Service
Enter Service Name
Include a Description of the Service
Add the Time Duration of the appointment
Adjust the time needed for Assisted Preparation and Assisted Finish Time
Select check boxes for the Patient Status this appointment will be available for, New Patients, Existing Patients or both
Select check boxes for Patient Type, Adult, Child or both.
Select check box to Automatically Create the appointment in your Practice Management Software (Open Dental, Dentrix, Eaglesoft). If not selected this will appear as an appointment request.
💥Note💥: This is only applicable if you have a Bridge Version of 70 or Higher. If you have a lower Bridge Version, this will appear as an appointment request and will not automatically push the appointment onto the schedule.
The ADA codes will Not be automatically attached to the appointment. The applicable codes will be listed in the appointment notes to inform you of the reason for visit, the ADA codes will need to be manually attached once it is pushed through. To learn more about appointment requests, click here.
Then click Next
Select check boxes next to the Operatories this appointment can be scheduled in.
Then select the applicable providers in that Operatory.
Select the Hide Service for Patient at 'Reason to Visit' section if desired. This will avoid patients viewing this appointment on the general Online Scheduling page, but allows you to send the invite directly to the patient instead.
You can also enable, Allow scheduling only in specific blocks. This is correlated with your Block Template Scheduling in your practice management software. If you would like to enable this for the service type you are selecting, click the check box and select the applicable block.
💥Block Template Scheduling💥
Engagement [Modento] Online Scheduling is able to read block template scheduling in your practice management software. This is also known as:
Dentrix - Perfect Day Scheduling
OpenDental - Blockout Types
Eaglesoft - OnSchedule Templates
If you would like to utilize this feature, please ensure that your block template scheduling is enabled and set up in your practice management software. If you need assistance with this, please reach out to your practice management software's support. Once this is done, reach out to our support team to allow us to enable this feature. You can then set up block template scheduling in Engagement by following these steps (specifically refer to steps 17 & 18).
Determine if you would like to require a reservation fee. This will require the patient to pay the predetermined amount prior to scheduling the appointment.
Enter in the applicable Procedures / Codes.
Review the established settings and click Create.
💥Important Note💥: If you have a Bridge Version of 110 or Higher, this online scheduling process can be set to push the appointment into the schedule automatically. If you have a lower Bridge Version, this will appear as an appointment request and will not automatically push the appointment onto the schedule. To learn more about appointment requests, click here.
If you are a part of a DSO or are a multiple location practice, refer to our Group-Level Services article to learn how to match and connect your service types: