Summary
The Online Appointments window on the Homepage is where you will see the appointments scheduled by patients online using the Online Scheduler (OLS) feature.
Note: This window will only appear if you have turned on the Online Scheduler feature.
An email is automatically sent to your practice email address whenever a patient has completed an online registration or booking.
Online Appointments Homepage View
Any patient that has scheduled or requested an appointment using the OLS will have the appointment details appear here. The Homepage view above displays the most recent 4 appointments scheduled with the most recently scheduled appointment appearing on top. You may scroll down to view all online scheduled appointments in the inbox.
Open and Edit Online Appointments
To open the Online Appointments viewing pane, click anywhere on the Online Appointments window. The Online Appointments popup window will appear.
Online Appointments Viewing Pane
In this view, any appointments scheduled online that have not been removed from the window will be visible. They are sorted in order of appointment start time with the newest appearing at the top.
Hover your mouse over the icon to the right of Start Time to see the message your patient has sent during their booking.
Patient MessageTo access Patient Details, click on the patients underlined name. There, you may see any details of the patient registration completed during the patients first online booking. You may message your patient by clicking on an icon at the top left of the Patient Details screen.
Message Patient
If you have opted to write booked appointments directly to your PMS, a green check mark appears. To remove this appointment from the viewing screen, click the check box in the left column, then click either the pencil or “X” icon at the top of the window.
Remove AppointmentIf your PMS does not support creating new patients of record OR you have opted out of this feature, the new patient booking an appointment will appear in this window with a patient ID of -1. This new patient will need to be linked after the patient record is created within your PMS. See Online Patients article for further details.
If you have opted out of automatically writing appointments directly to your PMS and your PMS has write-back capability, you may write the appointment to your PMS now by clicking the check box in the left column and then click the pencil at the top of the window.
If your PMS does not have write-back capability you may remove the appointment from the viewing window by clicking the check box in the left column and then click the “X” at the top of the window.
Note: Remember to manually write write the scheduled appointment to your PMS before deleting.
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