Engagement: Online Scheduling General Settings

This article will explain how to start and/or update your online scheduling settings.

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

Setting up your Engagement Online Scheduling settings in a dental practice is crucial for the smooth operation of the practice and for providing the best possible care for patients.

We recommend starting your Online Scheduling journey by watching our webinar! We'll show you how to leverage Engagement Online Scheduling in Dental Intelligence to increase the number of visits in your practice.


Access Engagement Online Scheduling General Settings

Important note: In order to take advantage of the most current updates to Online Scheduling, you must be on the most recent version of the Engagement Bridge. Click here to learn how to update your bridge.

  1. Access Settings in your online scheduling tab

  2. Select the General Settings tab

Online Scheduling Provider Availability

Accurate provider availability in your practice management software ensures that patients can schedule appointments with the appropriate providers at the most convenient times for them. If provider hours are updated in your practice management software, you can sync availability in your online scheduling settings.

Insurance Authenticator

Additionally, having an insurance authenticator in place is important because it helps to ensure that patients are aware of whether their insurance is in-network or out-of-network with the practice. This helps to avoid confusion and surprise bills for patients, and can also help to streamline the billing and insurance claims process for the practice.

Here, you will list the insurance companies you are in network with.

Patient Insurance Network Status

Enabling patients to view their insurance network status online can be a helpful feature that can improve the patient experience and help them understand the cost of their care before they book an appointment. You can check this box to let patients know if they are in or out of network before scheduling.

Important notes:

  • If a patient is out of network, they will still be able to schedule an appointment online.

  • To prevent incorrect information from being added to a patient's chart, we do not write back insurance details that the patient enters when scheduling online. This is to prevent incorrectly entered Group ID/Member ID details from flagging patients as ineligible, etc.

Next, set up the different appointment types, also known as practice-level services. Setting these up will allow for accurate booking and management, a better understanding of the time required for specific treatment, and help manage the patients' appointment reminders and follow ups. Learn more here.

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