The Schedule Appointment tab will allow the user to schedule an appointment in the future. If Online Patient Scheduling is not activated for the office, this tab will automatically redirect to the Messages within the portal. This will let the patient message into the office to request an appointment. Visit this site to see what options are available on the patient portal. If Online Scheduling has been purchased, be sure to set this feature up in the Scheduling ability.
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As the patient answers this question MacPractice will automatically ask the next question; "What is the reason for your visit?" The following dropdown box will refer to the appointment types that have been setup for online scheduling.
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Once the appointment time has been selected, the patient will need to select the patient that is in need of the appointment. The drop down box will show all of the patients in which the user has portal access. If the patient is new to the office, the user can still Create a New Patient by selecting this button and filling in the new patient information.
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The patient will know that their appointment is complete when the green confirmation box appears. If the user has an email entered in their portal access, they will receive an email with the appointment details. The patient can also review the appointment information on the summary tab of the patient portal.
On the MacPractice side, upon scheduling an appointment, a provider will be sent a message via Direct Messaging in the Portal Folder.
You can customize who receives this message via the MacPractice Menu > Preferences > Scheduling > Online > "User to receive online appointment notifications".