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 notes:
If you are unable to access this feature or make changes, you have not been granted permission in your user profile. Contact an admin team member in your practice to enable access or work with them to complete the steps outlined in the instructions below. Click here to learn how to update user permissions.
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.
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. To get started, click on Online Scheduling in the left side menu, then choose Settings. Then, review the General Settings section.
Online Scheduling Provider/Operatory Availability
Any time you make any changes to provider and/or operatory availability, service types, or events in your practice management software (ie, Dentrix, Open Dental, Eaglesoft), you must perform a sync within Engagement to reflect these changes and accurately update Engagement Online Scheduling.
To sync availability, click on Online Scheduling > Settings. Then from the General Settings tab, click the Sync Availability button.
Insurance
Define Insurance Lists
Choose which insurance carriers you are in network with by accessing Online Scheduling > Settings. Then from the General Settings tab, click on the Supported ("In-Network") List dropdown. List the insurance companies you are in network with by clicking on the dropdown and selecting/searching for insurance carriers by name. These carriers will be shown to patients when they book online.
You can also select your top 5 preferred insurance carriers. Just click on the Top 5 Insurances dropdown and make your selections. Note: You can make up to 5 selections.
Next, list insurance carriers that you do not accept by adding them to the Do Not Accept/"Out-of-Network" List. Patients will not be able to schedule an appointment if they choose any of the out-of-network carriers selected. Be sure to select the “Let patients know if they are Out-of-Network/In-Network” checkbox.
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 the "Let patients know if they are Out-of-Network/In-Network" 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 unless they've selected an insurance carrier you've listed as out-of-network.
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.
Google Tag Manager
Gain better insights on exactly which links are driving patient leads! Enable the Google Tag Manager integration options in Online Scheduling General Settings and enter your GTM Tag to add GA4 Measurement IDs automatically on all of your custom scheduling links and/or online appointment requests. Learn more about GTM here.
