Web Sched Existing Patient

In the eServices Setup window, click Existing Patient.

See our webinar: Web Sched Existing Patient.

General Setup for Web Sched Existing Patients:

  1. Sign up for Web Sched Existing Patient.
  2. Set up Appointment Types for Web Sched Existing Patient appointments.
  3. Set up Operatories that need to be considered for Web Sched Existing Patient appointments.
  4. Verify other options that affect appointments (appointment message, allowed blockout types, etc.).
  5. Define the Hosted / Scheduling URL options and advanced settings for each location. See Web Sched Advanced.
  6. Provide patients a way to access the Scheduling URL.

Appointment Types

These Web Sched Existing Patient Appointment Types determine the reasons patients can select for their appointment, as well as the appointment's procedures, length, and time pattern.

Double-click the grid to open Definitions: Web Sched Existing Appt Types. Edit reasons and the appointment types associated.

Operatories Considered

Lists the operatories considered for available time slots. Only operatories associated with Existing Pat Appt Types are considered.

Double-click the grid to open Operatory Setup.

Available Times for Patients

This area offers a preview of up to one month of open time slots for a location, based on the current settings.

When there are multiple operatories with openings at the same time, an appointment will be scheduled in the operatory on the farthest left of the schedule.

Appointment Message

Create a message to provide information to patients. It will display when the appointment is being created.

Other Settings

Allow patients to select provider: When more than one provider has available openings, allow patients to select a provider. To add provider descriptions and photo that will be visible to the patient, see the Provider, Web Sched tab.

Prevent double booking: Check to block double booking of appointments, even if Appointment Rules would permit it.

Minimum number of days out an appointment can be scheduled (empty is 0): Enter the number of days in the future to search for the first available openings. Leave blank to include all available openings. For example, when 5 is entered, the first available opening offered to a patient will be five days in the future. When left blank, an opening in the next 30 minutes could be offered.

Confirm Status: Select the Confirmation Status to apply to all appointments scheduled using Web Sched Existing Patient. The default is Created from Web Sched.

Notification Settings: See Web Sched Notify Setup.

Allowed Blockout Types

By default, Web Sched Existing Patient does not consider Blockouts as available time. However, you can allow scheduling on top of specific blockout types.

Allowed Blockout Types:

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