Two-Way Integration Walkthrough

Processing Online Appointment Requests

• With two-way integrations, appointments can be request-based or auto-confirmed:
  • If online appointments are auto-confirmed, they will be automatically confirmed in the practice portal and written into your scheduling system at the time a patient requests a visit. You can then make changes to that appointment directly in your scheduling system.
  • If online appointments are request-based, you will need to confirm or reschedule the request from the Practice Growth practice portal in order for the patient and appointment information to be written into your scheduling system. You can view your pending requests under Appointments > Action Required.
• You will also receive an email alert each time an appointment is requested online through the Practice Growth booking tool. You can click ‘View appointment details’ to review the appointment within the practice portal.
  • Please Note: We match online appointments to an existing patient’s record if the patient’s first name, last name, date of birth, mobile number and/or email address match the existing record exactly. In accordance with HIPAA, we will create a new patient record if the patient’s identifiers do not match exactly or if a returning patient marks themselves as ‘New’ when scheduling through the online booking tool.

Managing Your Calendar Availability

• With your two-way integration, you no longer have to manage your office hours and availability via your Practice Growth calendar. Availability will be pulled onto your Practice Growth calendar based on the parameters that you have set within your scheduling system.

If after changing your availability in your scheduling system, the availability displayed on the online booking tool does not match, please contact Customer Support or by calling 844-487-8399 and selecting Option 2.  Please note it may take an hour for changes to display.