Use Web Sched Advanced settings to generate URLs for scheduling and determine authentication options.

In eServices Setup, click Advanced.

These settings determine the URL and options for both Web Sched New Patient and Web Sched Existing Patient.

Clinics

If Clinics is enabled, each clinic is listed in the grid. If Clinics is not enabled, only Headquarters is shown.

Highlight a clinic from the list to determine settings and the copy the URL.

Shared Settings

This setting applies to both Web Sched New Patient and Web Sched Existing Patient.

Allow children to schedule: Determine if the parent or legal guardian is able to schedule an appointment on behalf of a minor patient (17 years of age or younger).

New Patients

These settings apply only to Web Sched New Patient.

Authentication: Determine how new patients can verify their identity when scheduling an appointment. When used, the authentication code must be entered correctly before the patient can proceed scheduling the appointment. Select one, both, or none.

• Email: Send an authentication to the patient's email.
• Text: Send an authentication to the patient's wireless phone.

WebForm to launch after scheduling: Click Edit to select one or more web forms to launch when a patient finishes scheduling their New Patient appointment online. The full URL of the web form(s) displays in the box. Right click to browse to the URL or copy it. Also see Web Form Setup. Click red X button to clear field.

Scheduling URL: The full URL of the Web Sched New Patient interface. Right-click to browse to the URL or copy it.

Existing Patients

These settings apply to Web Sched Existing Patient only.

Authentication: Determine how existing patients can verify their identity when scheduling an appointment. The authentication code must be entered correctly before the patient can proceed with scheduling the appointment. At least one option is required.

• Email: Send an authentication to the patient's email.
• Text: Send an authentication to the patient's wireless phone.

WebForm to launch after scheduling: Click Edit to select one or more web forms to launch when a patient finishes scheduling their Existing Patient appointment online. The full URL of the web form(s) displays in the box. Right click to browse to the URL or copy it. Also see Web Form Setup. Click red X button to clear field.

Scheduling URL: The full URL of the Web Sched Existing Patient interface. Right-click to browse to the URL or copy it.

URL Options

Both Web Sched URLs can be altered to meet the needs of the practice.

Providing Access: There are two possible methods of providing access to the Hosted URL.

• Add a link to the URL on the practice website. Then patients simply visit the website and click the link to schedule a new appointment.
• Embed the URL in an iframe on the practice website. This gives the appearance of having Web Sched New Patient on the webpage instead of going to a different link.
  • To see a demo: http://patientviewer.com/demo/wsnp_embedded/
  • Example:

    <iframe class="frame" src="https://www.patientviewer.com/?RSID=34343338&CID=30&C=1251"></iframe>

Interface Color: By default, the Web Sched New Patient and Web Sched Existing Patient interface is blue. To change the color simply add this code to the end of the hosted URL: &TCP=color. Replace color with the color name or hex value. If using a hex value, replace the hash (#) with a period (.)

• Available colors are listed here: https://htmlcolorcodes.com/color-names/. If using a dark color, text will automatically display in white. If using a light color, text will automatically display in black.
• Example:

  <a href ="https://www.patientviewer.com/?RSID=34343338&CID=30&C=1251&TCP=green">Schedule Appt</a>

• Example:

  <iframe class="frame" src="https://www.patientviewer.com/?RSID=34343338&CID=30&C=1251&TCP=.507C77"></iframe>

Redirect: By default, a standard Appointment Booked message shows once an appointment is scheduled. To redirect the patient to a specific web page instead, simply add this code to the end of the hosted URL: &ReturnURL=http://www.site.com. Replace www.site.com with the specific web page URL.

• Example:

  <a href="https://www.patientviewer.com/?RSID=34343338&CID=30&C=1251&ReturnURL=http://www.opendental.com">Schedule Appt</a>

Appointment Tracking: Optionally, when embedding Web Sched New/Existing Patient into a website, track whether or not an appointment was made. To do this, add an Event Listener on the website and listen for an event of type "message". When an appointment has been scheduled, the event's data will be a boolean true. Always take proper precautions when listening for events (such as verifying the origin of the event and the event's data is what is expected) to make sure that there is no potential cross-site scripting attacks.

• UTM Tracking
  The following parameters can be added. Enter a campaign, source, and medium as needed for each unique link.

  • utm_campaign=

  • utm_source=

  • utm_medium=

• Example:

  <a href ="https://www.patientviewer.com/?RSID=3235323630&CID=31&C=1347&utm_source=test1&utm_medium=test2&utm_campaign=test3">

• As each unique parameter (link) is used, a new row is added to the database for tracking. Use Queries #1724, #2004, and #2006 on Query Examples to track visits by parameter.