Matching Reasons to Providers in Online Booking

Historical:

Prior to EXACT v12.3 the EXACT online booking system had two primary setup areas: Providers and booking Reasons.

These were treated separately, with no cross-matching of providers to reasons (the booking reason could map only to All Dentists or All Hygienists so there was no way to book Provider B for Reason 5).

For example, a practice has many Providers, only one of whom is an Implant Specialist. When their patients booked an Implant Consultation the only option was to book with any of the Providers; they couldn't specifically book with the Implant Specialist.

From EXACT v12.3 onwards:

From v12.3 Providers can be pre-associated with Booking Reasons within EXACT.

The configuration allows for a generic option for all Providers, but also allows for the complex options that are necessary for customers who are not taking up online booking.

Features:

• Each online booking Reason can be assigned to one or more Providers.

  For example, a patient booking an Implant Consultation online can be assigned to either Provider B or Provider C, both of whom specialise in implants.

• Each Provider can have a custom appointment duration per Reason.

  For example, for an implant consultation a patient may be assigned to Provider B for a 10 minute consult or Provider C for a 15 minute consult.

• Each Provider can have a custom appointment availability per Reason.

  For example, for implant consultations Provider B can be booked for Mondays and Tuesdays, and Provider C for Wednesdays and Thursdays.

• Existing practice reasons / times configuration is not lost on upgrade.
• Patients booking online can select a Reason and see which Providers are associated with it.
• Specific Providers can be associated with Reasons related to Marketing Campaigns.

Benefits

• Practices can book specific groups of customers with the correct Provider.
• Increases the use and reliance on the online booking system.
• Expands the use of online booking to more patients as the reasons are more refined and better meet patient needs.
• Increases the likelihood that patients will pay online for prices / deposits.