Setup eAppointment Status Types

Follow

When eAppointments and D4W/PSS sync, new appointments will be added to the D4W/PSS Appointment Book automatically.

  1. Following the instructions in Add / Edit New Appointment Status article, setup statuses to identify the following. Note, some may already exist in the database.

    Online Appointment

    When a booking was made from eAppointments.

    Recalls Appointment

    When a booking is a response to a recall reminder.

    SMS Confirmation

    When a patient was sent an SMS confirming that their online appointment was booked.

    New Patient

    When a new patient creates an online appointment.

    Unmatched Patient

    When there are potential patient matches in D4W/PSS for a patient from eAppointments.

    Phone Confirmation

    When a patient needs to be called by the practice, to confirm their online appointment.

    E-mail Confirmation

    When a patient was sent an email confirming that their online appointment was booked.

  2. Go to Appointment Book > Options menu 

  3. Setup eAppointments

    1. Statuses: Select the official status of each

    2. Click Force Sync

    3. Click Exit

 

0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.