When we send out an appointment request to an existing patient, we can pre-populate specific details such as appointment type, and providers available. So when a patient goes to book their appointment, they will only have to select the date and time. This is a great feature because it ensures that an accurate booking is made, and helps the patient save time since they don’t have to re-enter personal information like their name or number.

To send out an appointment request to an existing patient:

1. Select Quick Text in the top navigation bar

2. Go to the Appointment Request Icon

3. Click on the Existing Patient tab

4. Search the patient name you want to send the request to.

1. the following  fields will be auto-populated
   

1. Phone

2. Email

3. Message (this will pull from your existing template in preferences)
   
   

5. Select Next

6. Now, select which options you would want to show to the patient when they are booking their appointment.
   

1. Services

1. You can choose which service the patient can book for

2. ** Please note that the options available in this drop down are based on the services that are set up and enabled in your online scheduling preferences. (refer to screenshot below)
   

2. Provider

1. You can choose which provider the patient can book with

2. ** Please note that the options available in this drop down are based on the providers that are set up and enabled in your online scheduling preferences. (refer to screenshot below)

3. If you don’t have Show Providers enabled, then this option will not be available in quick text.
   

3. Treatment Codes (Optional)

1. You can choose what treatment codes can be associated with this appointment once it is booked

2. There are two types of treatments lists you can select from
   

1. Planned Treatment

1. This is a list of treatment codes from the patient’s treatment plan that are still unscheduled

2. Unplanned Treatment

1. This is a generic list of all treatment codes available within the EHR 

3. From the list, you can multi-select any treatments by clicking on the checkbox. You can also search for specific treatments by typing the name or code in the search bar. 

4. Once selected, the treatment codes will appear in a new section, and can be removed at any time by clicking on the X icon or on the Remove All link. 

4. Minimum Schedule Date (Optional)

1. This determines when the earliest date they can book an appointment for.

2. From the drop down, the options are:

1. None 

2. Patient Hygiene Due Date - the earliest date will be the patient’s hygiene due date from the EHR

3. Custom Date - you can pick a custom date
   

7. Once all the details are set, select Send

8. The patient will now receive a request to schedule their next appointment.

Receiving an Appointment Request From the Patient’s Perspective

1. A patient can receive an appointment request either by text or email.
   

2. Once the patient clicks on the link, they will be redirected to the microsite where they can book their appointment. 
   

3. As you can see, the available date and times for the patient will populate based on all of the criteria that was set by the practice when they initially sent the appointment request. (Services, Provider, Custom Date)
   

4. Once they select Schedule Now, they will redirect to their appointment booking confirmation page.