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How to set up Bridge-IT with the Online Booking System

(@leeottaway)
Admin

How to set up Bridge-IT with the Online Booking System

Step 1

Select "Staff Members" from the Navigation Bar on the left and then edit each record for the providers you want patients to be able to book online with. Select the "Access" tab and tick the "Patients can book online with this provider" box.

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Step 2

Click on the "Miscellaneous" tab and use the magnifying glass browse button to locate an image of the provider on your hard drive. This image will used (if selected) when the patient is booking an appointment with that provider.

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Step 3

Select "Category Management" on the left and then "Treatment Categories". Here you can choose which treatment categories may be booked online by your patients. Typically these would be check ups or urgent treatment. Make sure you set the number of minutes so the system knows how long to make the appointment for, and also only tick "Online" column for those treatments you want to be listed. Finally the "Type" column tells the booking system whether to list the treatment dependent on the provider type. i.e. a hygiene session may only be listed for hygienists.

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Step 4

Select "Appointment Diary" on the left, and then select "Appointment Diary" from the menu at the top of the screen followed by "Online Booking Appointment Review".

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This is where you'd normally visit to check all of the appointments that have recently been booked online. It allows a staff member to either accept or reject a request online booking, but before they can do that an e-mail (and text message if required) template needs to be created which can be sent to the patient. Select the "E-Mail Accepted" tab.

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Enter your e-mail into the provided boxes including the e-mail subject. Note you can insert the fields for appointment time, provider etc by double-clicking them on the left and inserting them into your e-mail. Once you have set up the accepted e-mail format do the same for the "E-Mail Rejected" tab. Note if you also want to send an SMS text  message you can set up these up on the appropriate tabs too. Finally, on the "Options" tab, choose whether you want to send the patient an e-mail, an sms or both when accepting or rejecting their requested booking. If you want to automatically delete an appointment from the diary that has been rejected, make sure you tick the "Automatically delete rejected appointments" box.

Step 5

Finally, if you have the online booking system configured to allow new patients to register online you'll need to set this up in Bridge-IT too. Select "Appointment Diary" from the menu at the top of the screen and then "New Patients Signed Up Online"

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Again select the "E-Mail Accepted" and rejected tabs and set up e-mails that either accept or rejected the patient from being a patient. Likewise you can set up SMS templates to do the same thing. On the "Review" tab, a staff member can then tick either the "Confirm" or "Reject" column against each patient signed up to register them or not. Note, on the "Options" tab you have the choice to either delete a patient that is rejected, or simply make them inactive.

Each day a staff member will visit both the appointments booked online area and/or the new patients registered online areas to accept or reject patient requests.

This topic was modified 7 months ago by S4D Administrator
This topic was modified 1 month ago 2 times by S4D Administrator
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Topic starter Posted : 28/12/2021 10:25 am
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