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How to review online booking request information?
How to review online booking request information?

Retrieval of booking request information before or after appointment acceptance or refusal

Carmen Mick avatar
Written by Carmen Mick
Updated over a week ago

Patients who book online for themselves or for others provide important information such as - insurance details, phone numbers, notes, etc. related to the appointment request. Hence it's best practice to always review this rich information submitted by the patient prior to taking action on the appointment request.

Review prior to appointment acceptance or refusal:

Option one:

  1. Go to Schedule

  2. Under Online Requests, click on an appointment request

Option two

  1. Go to Dashboard

  2. Click on the Online Req tab

  3. Click on an appointment request

The Card pop-pop-up that appears will contain all the details of the appointment request, including the person who requested the appointment.

Review after appointment acceptance or refusal:

  1. Go to Intelligence

  2. Select the Online Scheduling report from the dropdown selector

  3. Update the Date Range to the month that the request was received in

4. Scroll to the bottom of the page to the Requests Received section where it will list all the raw data for the appointments requested in that time range including the status of that request.

Note: be sure to scroll all the way to the right to view all data (requestor info listed at the end)

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