Enable and Set Up Online Appointment Booking

If you subscribe to Engage, your Provider Profile includes the online appointment scheduling feature. Patients can easily schedule an appointment from your Provider Profile page that integrates directly with your calendar. Customization options allow you to set the time interval between appointments, the minimum notice time between the current time and requested appointment time, specific times for appointment scheduling, and office locations for each day of the week. 

For Engage and Telehealth subscribers, the online scheduler has the option for patients to request an in-office appointment or telehealth appointment. Once the online scheduler is enabled, patients will automatically have the option to select a telehealth appointment.

Available for Engage subscribers.

Access Provider Profile Hover over the Platform icon and click on Provider Profiles. The Provider Profiles page opens. Click Manage on the right of the provider name. The Provider's Profile page opens. Scroll down to the Online Appointment Booking section of the Provider Profile.
Enable Online Appointment Booking Hover over Online Booking Settings and click Edit. The editor opens. To activate online scheduling, click to select "Enable online booking". To set the appointment increment between appointments, click the Set Appointment Increment drop-down arrow and select an interval. Available options: 5, 10, 15, 20, 30, 45, 60, or 90 minutes. To allow patients to request same day appointments, click to select "Allow same day appt requests". To set the minimum notice time between the current time and the requested appointment time, click the Allow patients to schedule no earlier than drop-down arrow and select an interval. Available options: 0 minutes, 30 minutes, 1 hour, 2 hours, 3 hours, 4 hours, 5 hours, 6 hours, 7 hours, or 8 hours. To indicate the provider only accepts self-pay patients, click to select "Accept self-pay only (no insurance)". To accept insurance and self-pay patients, leave the checkbox clear. To set online scheduling times to match the office hours set in Calendar Settings, click to select "Same as Office Hours". To set custom appointment hours, leave the checkbox clear. Click Save Changes. The editor closes and the updated information displays.
Set Custom Online Booking Hours Click Manage in the Office Hours (Custom) section. The custom office hours settings open.
To quickly auto-set Monday through Friday hours, click M-F, 9am-5pm. The time slots for Monday through Friday populates with 9am - 5pm without a service location selected. To clear all appointment hours, click Blank Slate. To set custom online appointment booking hours for a day, click +Time Slot. Click the drop-down arrows and select a start time, end time, and location. To set breaks in appointment hours (e.g., when the practice closes for lunch), add morning hours in one time slot and add a second time slot for the day with afternoon hours. Continue to set online appointment booking hours for each day of the week, as applicable. To remove a time slot, click the trash icon. Click Save & Finished when all online appointment booking hours have been added.