Set up Smart Scheduling

Created by Ortho PMS, Modified on Sat, 31 Jan at 5:54 PM by Ortho PMS

Step1: Find the Smart Scheduling URL

Please find the smart scheduling URL in the practice configuration

The office may choose to enable any combination of scheduling options, including New Patient Online, Virtual, and Emergency scheduling.

Smart scheduling is one link which will show New Patient Online Scheduling , Emergency Scheduling and Active Patient Scheduling

Step2: In Person Online Scheduling Appointment

Set up New Patient Online Scheduling by selecting the appointment type the office wants to make available for online booking.
Set how many weeks of appointment availability should be displayed to patients
Choose how many days from today patients can start seeing available appointment slots (e.g., 0 = tomorrow, 1 = day after tomorrow).
Set up the welcome message shown when patients land on the page and the success message displayed after an appointment is booked

Step3:Virtual Scheduling

Set up Virtual Scheduling by selecting the appointment type the office wants to make available for online booking.
Choose how many days from today patients can start seeing available appointment slots (e.g., 0 = tomorrow, 1 = day after tomorrow).
Set up the welcome message shown when patients land on the page and the success message displayed after an appointment is booked

Step4: Emergency Scheduling

Set up Virtual Scheduling by selecting the appointment type the office wants to make available for online booking.
Set how many weeks of appointment availability should be displayed to patients
Set up the welcome message shown when patients land on the page and the success message displayed after an appointment is booked

Step5: Set up Scheduling Template

Create a scheduling template to define your available time slots. Patients will see appointment availability based on this template.