Online Scheduling
How To: Embed Your Online Scheduling Using Webforms
Webforms are a convenient way to allow patients to schedule or request appointments directly from your website, without needing to click a link and be redirected to a new page. This article can help your website designer or host by providing a custom ...
How to Enable Appointments to Be Written into the EHR
Navigate to the Online Scheduling module. In the top navigation menu, select Scheduling. If you don’t see this option in the menu, click the three dots to view the rest of the menu options. Click the Edit icon beside the location you’d like to ...
How to Send Pre-Filled Appointment Requests to Existing Patients
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. ...
How to set up the microsite
With the microsite, you can send patients an easy link to go schedule their next appointment. You can send this link via SMS, email, or add it on your website. To set a Receptionist Email: Navigate to the Online Scheduling module. In the top ...
Define the earliest appointment a patient can book online
By default, patients can book any available appointment at your practice through Adit’s Advanced Online Scheduling feature. If you don’t want patients to be able to schedule within a certain timeframe - for example, not allowing a patient to book ...
Edit your office hours for appointments booked online
Keep your business hours up-to-date to ensure patients are able to schedule appointments online accurately. Note: Advanced Online Scheduling is only available if your EHR is integrated with the Adit platform. To set your business hours: Navigate to ...
Add a service to your online scheduling form
Defining your services will allow patients to book with a particular provider in a particular operatory at a particular time, ensuring your schedule is seamless and saving your office staff time. Make sure the services are clearly defined and easy ...
Change the email address where appointment request forms are sent
Ensure your online appointment requests are being managed properly, even if you don’t have an integrated EHR schedule. Set up a Receptionist Email and we will email a copy of every request so that your team can make sure none are missed. To set a ...
Check if someone viewed an appointment request
When your practice offers online booking, it is crucial to stay on top of every request - especially if you do not integrate your EHR software with Adit’s Online Scheduling feature. Missing an appointment request can mean you accidentally double-book ...
Enable or disable individual operatories for online scheduling
Configuring your operatories will ensure that your online scheduling is as accurate as possible, allowing you to fit more patients into your schedule. Note: Advanced Online Scheduling is only available if your EHR is integrated with the Adit ...
Turn advanced scheduling on or off
Advanced Online Scheduling allows your patient to book specific services at specific times, directly into your EHR schedule. This helps streamline your scheduling and saves your staff time by allowing patients to book on their own. Note: Advanced ...
Edit provider rules for booking appointments online
Make online scheduling easy for your patients and for your staff by configuring your operatories and providers. This will ensure the correct services are booked into the correct spots on your schedule, with the correct providers. Note: Advanced ...
Edit operatory rules for booking appointments online
Make online scheduling easy for your patients and for your staff by configuring your operatories and providers. This will ensure the correct services are booked into the correct spots on your schedule, with the correct providers. Note: Advanced ...
Add or remove columns in the appointment list
You can customize the columns that display in the Appointment list in order to display the most useful information for your team. To add or remove columns from the Appointment list: Navigate to the Online Scheduling module. In the top navigation ...
Filter the appointment list
Using filters will make it easier to view the appointments that you need in the Appointments list. To filter the Appointments list: Navigate to the Online Scheduling module. In the top navigation menu, select Appointments. If you don’t see this ...
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