Configuring Online Appointment Bookings

Configuration within EXACT

With the EXACT Online Booking Website Builder all configuration is within EXACT; there is no need to go online for configuration.

Emphasis on Booking Reasons as the driving force behind online booking

After initial feedback from the field, the emphasis shifted toward facilitating unique configurations of each booking reason (the reason for a patient to book an appointment).

To configure booking reasons uniquely you need to follow a 3-step sequence:

Create an initial list of Providers who can take online bookings, with booking rules that integrate with the appointment book.
From the Online Booking Configuration window - Providers who can take bookings from these types of patients: New Patient, Recall Patient, Planned Treatment, Existing Patient .

(The initial settings are not critical, as these can be changed as you add the providers to their respective reasons)
Set up the booking reasons.
From the Online Booking Configuration window - Setup your booking website from within the EXACT software.
Map the Providers to the booking reasons.

To configure online appointment bookings

Check that you meet all requirements for online appointment bookings, then go to Configure > Online Appointments...

There are two aspects to configuring appointment bookings:

Configuring booking rules to integrate with the appointment book
Setting up the website through which patients will make bookings

Configuring booking rules to integrate with the appointment book:

Configuration is primarily from the Online Booking Configuration screen (access from Configure > Online Appointments).

PLBWBConfigurationv12

Web Setup button: Setup your booking website from within the EXACT software.