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Tebra Help Center

Navigate Practice Online Scheduling

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Updated: 01/31/2025 | Views: 4889

Practice level online scheduling allow practices with multiple service locations and providers to enhance their scheduling options. The online scheduler gives patients the ability to request appointments from the practice page or the provider profile page.

Access Practice URL

Enable the practice online scheduler before proceeding.

  1. Hover over the User icon and click on Practice Settings. The Practice Settings page opens.
  2. Click Calendar Settings. The Calendar Settings page opens.
  3. Click Online Scheduling. The Online Scheduling settings page opens.
  4. Copy and paste the custom URL into a new browser window. The practice online scheduler opens.
 Platform_OnlineScheduling_AccessURL.png

Navigate Practice Online Scheduler

  1. Practice Information: The uploaded practice logo and practice name displays.
  2. New Patient: By default, "I'm a new patient at the practice" is selected.
  3. Options:
    • Reason for Visit: If enabled, all practice visit reasons displays for selection.
    • Location: If applicable, select a specific service location to filter appointments. If desired, hide service location(s) from the online scheduler by deselecting "Display location on practice scheduling page" in Edit Service Location.
    • Provider: If applicable, select a specific provider to filter appointments.
      Note: Only providers with online appointment booking and office hours setup displays in the drop-down.
  4. Appointment Details:
    • Appointment Type: If providers are subscribed to Telehealth, patients can select In-Office or Virtual visit to request their preferred appointment type.
      Note: The option is only available when providers are subscribed to Telehealth.
    • Appointments: All available appointments for the provider(s) and service location(s) displays.
 Platform_OnlineScheduling_Nagivate.png

Patient Experience: Request Appointment

Review the patient's experience when requesting an appointment.

  1. The patient accesses the practice's online appointment scheduler.
  2. If applicable, the patient selects whether they are a new patient, the Reason for visit, a specific Location, a specific Provider, and/or the appointment type (Virtual Visit).
  3. Patient clicks on an appointment time. The Contact Info page opens.
 PatientExp_OnlineScheduling_RequestAppt.png
  1. Patient enters their First and Last Name, Email, Phone Number, Date of Birth, Sex, and reviews and accepts the terms.
    • If visit reasons is not enabled for the online scheduler, the Reason for visit field displays and patient enters their visit reason.
  2. The patient clicks Continue. The Insurance Info page opens.
 PatientExp_OnlineScheduling_ContactInfo.png
  1. The patient selects their Insurance. Optionally, the patient enters their Insurance Member ID number, Insurance Group ID number, Additional Notes, and selects a referral source.
  2. The patient clicks Continue. The appointment request submission confirmation page opens. The appointment is now ready for the front office staff to review and confirm.
 PatientExp_OnlineScheduling_ConfirmAppt.png