Online Scheduling is a part of the Engagement Module. If you are interested in learning more, CLICK HERE to request a demo!
Have questions about Dental Intelligence Online Scheduling? We're here to help! Read on below for assistance troubleshooting discrepancies surrounding appointment types, availability, and block scheduling.
Syncing changes from your practice management software
If you have made any changes to provider and/or operatory availability in your practice management software (ie, Dentrix, Open Dental, Eaglesoft) or service types, you must perform a sync within Dental Intelligence to reflect these changes and accurately update Online Scheduling.
Important note: When Dental Intelligence Online Scheduling is initially enabled, the first sync to your practice management software takes approximately 24-48 hours. Until the initial sync is processed, data will be incomplete. Please wait for the initial sync to finish before utilizing Online Scheduling in your practice.
After the initial set-up sync has been completed, all standard syncs will occur nightly. Should you need to perform a sync during the workday or otherwise, the sync will take only a few seconds-minutes to complete.
To perform an immediate sync, please do the following:
Click on the Schedule dropdown in the left side menu, then click Configuration
From the General Settings section, click on the Sync Availability button
Once the sync is complete, please refresh your browser. Changes from your practice management software have now been successfully updated in Dental Intelligence
Provider schedule does not match
If you notice that a provider's availability does not match the assumed set schedule, please check the following:
Check to ensure that your practice's office hours have been set up correctly in Settings > Practice Setup, including any recurring break times
Check to ensure that the provider's scheduled hours have been entered correctly in your practice management software
Check to ensure that the provider has been assigned the correct operatories in your practice management software
Provider is not listed
If a provider is not listed as an available option in Dental Intelligence Online Scheduling, please check the following:
Check to ensure that the Dental Intelligence user has the position role of Doctor selected and that they have been linked to a PMS Provider in Dental Intelligence
Check to ensure that the provider's scheduled hours have been entered correctly in your practice management software
Check to ensure that the provider has been assigned the correct operatories in your practice management software
Operatory availability is incorrect
If you notice that operatory availability does not match the assumed set schedule or providers, please check the following:
Check to ensure that the provider has been assigned the correct operatories in your practice management software
Review the practice-level service type provider/operatory assignments in Dental Intelligence Online Scheduling
Review the practice-level service type durations in Online Scheduling Configuration > Practice-level services
Appointment type is not available
If you notice that certain appointment types are not showing or appear to be unavailable, please check the following:
Navigate to Online Scheduling General Settings and click the Sync Availability button
Check to ensure that the appointment type is listed as visible in the Practice-level services tab
Review the practice-level service type provider/operatory assignments by clicking on the 3-dot menu of each service and choosing Details
Check to ensure that the appointment type has not been set-up to be available only in specific blocks in Dental Intelligence Online Scheduling
Review the practice-level service type durations in Online Scheduling Configuration
