Customizing appointment reasons for online booking

Dentrix Ascend has some pre-defined appointment reasons that patients can choose from when scheduling their appointments online. You can customize or delete any of those reasons, and you can add your own reasons.

Note: Appointment reasons are location specific (each location of your organization has its own set of reasons).

To customize appointment reasons for online booking

1. If you are not already viewing the correct location, select it on the Location menu.

2. On the Settings menu, under Location, click (or tap) Schedule Template.

   The Schedule Template page opens.

3. Click (or tap) Appointment Reasons.

   

   The Appointment Reasons dialog box appears with the Appointment Reasons tab selected by default.

   

4. Do any of the following as needed:

   • Add a reason - Click (or tap) New Appointment Reason to make the options to add a new reason available. In the Appointment Reason box, enter text to describe the reason as you want it to appear to patients. In the Duration of Appointment box, enter the number of minutes that appointments of this type usually take. Be aware that the online booking website will show only the available time slots that are at least as long as the specified amount of time for this appointment reason when patients select this reason, and patients will not be able to change the duration. To save the reason, click (or tap) Save.

     

   • Edit a reason - Select an existing reason to make the options to edit that reason available. In the Appointment Reason box, change the text that describes the reason as you want it to appear to patients. In the Duration of Appointment box, change the number of minutes that appointments of this type usually take. Be aware that the online booking website will show only the available time slots that are at least as long as the specified amount of time for this appointment reason when patients select this reason, and patients will not be able to change the duration. To save the changes, click (or tap) Save.

     

   • Delete a reason - Select an existing reason to make the options for that reason available. Click (or tap) Delete. On the confirmation message that appears, click OK.

     Note: You can delete a reason only if it is not associated with any upcoming appointments and not assigned to any time blocks for scheduling templates.

     

   Note: Changes in appointment reasons are recorded in the audit log.

5. To close the dialog box, click (or tap) Done.

   Note: Allow up to 24 hours for online booking changes to take effect.