Enable or Disable Patient Self-Scheduling Visit Reasons
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Updated: 10/30/2026 | Views: 2293
System Administrators can enable visit reasons for patients to select on the provider's Tebra Care Connect profile or for AI Voice Assistant activated practices. This creates the ability for practices to customize their visit reason duration and spend less time managing appointment scheduling while optimizing their schedule.
Note: Visit reasons are configured at the practice level. Changes made to the visit reasons apply to both online scheduling and AI Voice Assistant.
Available for Engage, Patient Experience, or AI Voice Assistant subscribers.
Access Visit Reason
- Hover over the User icon and click on Practice Settings. The Practice Settings page opens.
- Click Visit Reasons. The Visit Reasons page opens.
- Click the more option icon and select Edit. The Edit Visit Reason panel opens.
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Enable Patient Self-Scheduling Visit Reasons
Before enabling this feature, verify the visit reason names are descriptive with appropriate terminology to help patients select the visit reason that best fits their needs.
It is recommended to enable between 2 - 10 visit reasons for the best patient experience.
- Click to select "Offer this visit reason to patients scheduling online or with AI" to enable the visit reason.
- Click Save when finished. The visit reason is enabled for the online appointment schedule and the AI Voice Assistant, as applicable.
Note: Changes may take up to 24 hours to apply across online scheduling and AI Voice Assistant.
- Enable additional visit reasons as applicable.
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Disable Patient Self-Scheduling Visit Reasons
- Click to clear "Offer this visit reason to patients scheduling online or with AI" to disable the visit reason.
- Click Save when finished. The visit reason is disabled for the online appointment schedule and the AI Voice Assistant, as applicable.
Note: Changes may take up to 24 hours to apply across online scheduling and AI Voice Assistant.
- If this is the last visit reason to be disabled, a confirmation pop-up window opens. Click Continue Anyway to proceed with disabling all visit reasons for online scheduling and AI Voice Assistant.
Note: For AI Voice Assistant subscribers, the AI will not be able to schedule new appointments without active visit reasons.
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