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LocalMed: Adding a Default Reason for Visit

Learn how to add a default visit reason in LocalMed

Erika Gardner avatar
Written by Erika Gardner
Updated today

Important Announcement about LocalMed Services

Effective November 15th, 2025, LocalMed will be retired and we will be moving all online scheduling functionality into our unified Dental Intelligence platform within our Engagement module. With Engagement, you’ll get everything you love about LocalMed, plus powerful new tools such as:

Your next steps:

  • Already using Engagement? You should have received communication on how to schedule a transition session with our Online Scheduling Transition team. Need assistance? Contact Support.

  • Not on Engagement yet? To continue scheduling online after November 15, learn more about Dental Intelligence Online Scheduling and schedule time with an Account Manager.

When a patient selects a provider to schedule an appointment with, the patient is presented with a default reason for their visit. This reason will be automatically selected until the patient chooses another available reason.

If you would like to add a default visit reason for a provider, follow these simple steps:

  1. Select Practice Overview from the left side menu in LocalMed

  2. Scroll down to the Providers section

  3. Select the gear icon to the right of the provider's name

  4. Select the Schedule Settings on the left

  5. Select the edit pencil Icon

  6. Scroll down to the Reasons for Visit and select a Default Reason for Visit

  7. Be sure to click the blue Save Changes button at the bottom of the screen

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