Summary
To enable providers for the Online Scheduler (OLS) go to Settings > Online Scheduler Settings > Provider Hours.
There is no limit to how many providers may be enabled. SAVE must be selected after completing each step of the setup.
Setup Provider Hours: Step 1
1. Turn on the OLS by toggling the Enabled button to YES (green). This allows the OLS to be accessed by patients.
2. Click on Refresh Providers From PMS
3. Click on Refresh Resources From PMS
4. Select a Provider from the drop down menu
5. Enter Online Name for the provider (what the patient will see)
6. Check the Show Online check box to make the provider seen by patients
7. Click Show Online and SAVE
Step 1
Setup Provider Hours: Step 2
1. Select the days and hours of provider availability. The right hand columns in the Morning and Afternoon Hours are the end time of the last available appointment. Patient Communicator will never allow the booking of an appointment which will result in ending later than this time. It is possible to create a mid-day break by using both the left and right columns.
2. Click SAVE when this provider hours are complete.
Step 2
Setup Provider Hours: Step 3
1. Check all appointment types this provider offers.
2. Click SAVE when complete.
Step 3
Setup Provider Hours: Step 4
1. Each selected appointment type will appear with the default appointment length created in Online Appointment Types. If an adjustment needs to be made to the default appointment time for this provider only, it may be done here.
2. Depending on the PMS, there may be an option to choose the resource for the provider and appointment type. Patient Communicator will read only one resource per selected appointment type. If available, select the desired resource for Patient Communicator to read.
3. Click SAVE when complete
Step 4
Repeat steps 1 thru 4 for each provider the practice wishes to enable. The Patient Site is now available to patients.
View Patient Site
To view the Patient Site where the patients book/request appointments, click the Online Scheduler link (in blue) near the top of the screen.
Enable and View Patient Site
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