Configuring Existing Patient online booking per Provider

See also: Overview of the EXACT Online Booking Website Builder | Patient booking on the Booking Website

Configuration is per Provider

In the Online Booking Configuration screen an Existing Patient tab enables configuration per Provider.

Configuration parameters for each Provider include:

• Free Time available for online recall patients (no appointments booked for that period, allowing for online recall patient booking into the free time)
• SMS and Email Confirmation Templates (confirmation of patient booking)
• Consider setting up Clinics as a means of reserving appointment slots.

To configure the DEFAULT Existing Patient online booking settings for each Provider

1. Select Configuration > Online Booking to open the Online Booking Configuration screen.
2. Select the Existing Patient tab.

   

3. Select the +1 button at bottom right to open the configuration window:

   

   	Provider:	Select a Provider for whom you will set up the availability for bookings. Note that you can optionally populate these fields by selecting the Copy settings from Provider button and then selecting the other Provider from the popup window:
   	Appointment Time per patient type	Either set a default appointment duration in minutes or type in the default patient service code (each service is configured with a service duration that EXACT will note as the appointment duration). Existing patient service: The default service for an existing patient
   	Free time available for new online patients	Specific clinic: Check (tick) this checkbox if you are limiting online bookings to one specific clinic. All unbooked non-clinic time: Check (tick) this checkbox if you are limiting online bookings to all time available outside of clinics. All unbooked time: Check (tick) this checkbox if you are limiting online bookings to all free time, whether in or out of clinics.
   	Confirmation Templates	Setup (where the new patient is welcomed and receives confirmation of the booking) in SMS and Email. For example: Either use the same templates as for other booking types or create templates especially for existing patient online booking.

4. Select OK.

   EXACT will start to upload available times for the existing patients to book into.

   You may see a NOTE:

   

   This clarifies that the custom settings in the Web Setup > Reasons will not be overridden by the default setup.

5. Repeat the above procedure for all Providers who will treat Existing patients booking online.

The above default settings can be used to speed the creation of Booking Reasons

In the above Online Booking Configuration you create default settings for each Provider for Existing-patient online bookings.

When you later come to configure Booking Reasons in the Web setup, you will then be able to optionally pull these defaults into the Booking Reason. For example, a Toothache Booking Reason:

Once created, Booking Reasons will display in the configuration screen per Provider