...
| Info |
|---|
Something to keep in mind is that if you have EHR purchased, it will be possible to designate certain forms to be sent to the Portal once a patient requests an appointment, this way the patient will be able to fill out any appropriate forms from the Portal. You can read more about Sending EHR Forms to the Portal in this linked article here. |
| Table of Contents |
|---|
Setting Up Online Patient Scheduling
...
Forms To Complete will provide a list of available forms to send to the patient when they request an appointment (this is only available provided EHR ability and Online Registration have been purchased. Click Here for more information).
Next, the Reason For Visit Display Name will need to be entered. This is the type of appointment that the patient will see on the Patient Portal when scheduling their appointment.
...
When a new patient reserves an appointment, it will appear as an Appointment with an orange border. It will also show in the Pending Patients node and in the Appointments node (in orange text) in the sidebar. You can see an example of this in the below screenshot, under the Dr. Heusinger Resource column, and the orange appointments in the sidebar.
Existing patients who schedule appointments online will have their appointment appear as normal on the schedule.
If a user needs to see the full pending patient list, the user will need to run one of the Appointment Reports under Reports > Marketing > Patients by Status.
...
Providers can also be sent a message via Direct Messaging to the "Portal" folder notifying them of the scheduled appointment. You can customize the recipient of this message via the MacPractice Menu > Preferences > Scheduling > Online Tab > User to Receive Online Appointment Notifications.
...
Existing patients who schedule appointments online will have their appointment appear as normal on the schedule.
NOTE: Creating transparencies for the times in which a patient is able to schedule online is recommended.
...
.
Merge Tool
Double clicking on a pending patient's new online appointment opens the Merge Tool.
...