Setting up providers

You can configure the providers who are available for Online Booking scheduling.

To set up providers who are available for Online Booking scheduling

1.   Log in to Patient Engage.

2.   Click Leads.

3.   Under Leads, click Online Booking, and then click  Booking Settings.

4.   Click the Providers tab.

5.   Click Edit next to the desired provider to edit the provider information:

General Info tab

·        Display Name - The name that will appear for patients when scheduling an online booking appointment.

·        Linked Name - The provider name as it appears in your practice management system that this provider will link to.

·        NPI Number - The provider's NPI number (for your reference purposes).

Availability tab

·        Add Calendar Blocker - Use this option to specify a date range when this provider will be unavailable to schedule for online booking appointments.

6.   When finished, click Save.