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Engagement: Online Scheduling General Settings
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.

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 General Settings

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.

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

Next, set up the different appointment types. 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.

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