Web Sched Existing Patient: What Patient Sees

See Web Sched Feature.

Scheduling an Appointment

Patients can click a link that navigates them to the Web Sched interface. This can be embedded on your own website or shared via text/email.

The patient is directed to answer prompts to determine what kind of appointment needs to be scheduled.

Patient Prompts

When a patient has been seen at the office before, they will be prompted to enter their first name, last name, and birthdate.

• If a patient has never had an appointment with your office before, they will be directed to Web Sched New Patient instead.
• After verifying their identity, patients will be prompted to select a reason for their appointment. Options can be customized.
• If Web Sched Recall is enabled, the patient can schedule a Web Sched Recall appointment instead.

View Openings

After clicking View Openings, patients can select the date and time of their appointment.

Schedule Appointment

After clicking Finalize Appt, the patient will be prompted to confirm the date and time.

Then the patient must verify their identity.

Patients can verify by text or email, depending the on the setting selected. Once they retrieve the code, they can enter it in the Verification Code field.

Once verified, a confirmation will display.

Carrier Rules

If Web Sched Carrier Rules are enabled, the patient will be prompted to select an insurance carrier.

After selecting their appointment date and time, the patient will be prompted to enter additional insurance details.

Carrier details will display as an appointment note on the scheduled appointment.

In Open Dental

After an appointment is scheduled via Web Sched Existing Patient, the appointment instantly shows up in the Appointments Module.

After the appointment is booked, patients can be redirected to fill out intake forms via the Web Forms Feature and Automated Messaging can be used to send appointment reminders and confirmations.