OutSmart EMR Knowledgebase

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Online Booking FAQ

How do I limit which visit types I offer on my Online Booking Page?

You can chose which visits you want to offer for online booking from your Online Booking Preferences Page

If you want to adjust which visits you want to offer your clients on your Online Booking page, you can do so from the Online Booking Preferences page.

  1. Click on the purple Calendar button at the top right of the OutSmart Interface.  This will open your Calendar.
  2. Click on the Settings button (it has a gear icon on it) to open the settings menu, and then click on the Online Booking Preferences option.  This will open the Online Booking Preferences page.
Access to the Online Booking Preferences page

Access to the Online Booking Preferences page

There are a few settings here that you can adjust to setup your Online Booking Page exactly as you want it.

Note To Admin Staff:  If you are logged in to an Admin account, you will see an additional Practitioner Selector in the Top Toolbar for this page.  This will allow you to select for which practitioner you are editing the Online Booking Preferences.  It is important to ensure you have selected the correct practitioner before proceeding with the rest of this tutorial.

How To Adjust The Event Types You Want To Offer Your Clients Online:

At the top right of this page, you will see the Online Booking Events section.  This section allows you to specify which of your Event Types you want to allow your clients to book online.  You can check off which events you want, and drag and drop to re-order the events as needed.  When you are done, click on the green Update button below to save your changes.  This will immediately update your Online Booking Page.

Configuring your events for online booking.

Configuring your events for online booking.

How does OutSmart identify an existing patient when they book online?

When a client uses your OutSmart online booking page, we try to identify if they are an existing patient using information they provide.

When one of your existing patients uses you online booking page, we attempt to identify who they are in order to prevent duplicate patient records from being created in your account.  Here is what we look at to find an existing patient:

  1. First Name
  2. Last Name
  3. Date of Birth

If your patient already has a Patient Portal account, then we do not need to rely on the above information – we already know who they are, and can connect the new booking to their patient record.

However, if they are using online booking for the first time, then we have to try to match the above information with a patient record that exists in your list of patients.  So it is important that you try to maintain the accuracy of your records as much as possible.  Ensure that you always verify the proper spelling for the patient’s name, as well as record the accurate date of birth and postal code.  If we cannot find a match, then a new patient record will be created.

Why am I not showing up on my clinic’s Online Booking page?

If you have been invited to join a clinic using OutSmart EMR, and you are not showing up on their clinic online booking page, it is because you have not finished setting up your own online booking preferences.  Completing your Online Booking Preferences is required before you will show up on the booking page.  Go here and complete the steps indicated, and you will then show up on your clinic’s booking page.

What is my Online Booking page URL?

If you have completed your online booking setup, then your online booking URL will be available within the online booking preferences page.

To get to the online booking preferences page:

  1. Click on the purple Calendar button at the top right of the OutSmart Interface.  This will open your Calendar.
  2. Click on the Settings button (it has a gear icon on it) to open the settings menu, and then click on the Online Booking Preferences option.  This will open the Online Booking Preferences page.

Once there, look at the top left of the preferences for you TWO online booking URLs.  Once of them is an online booking link for the entire office, and one of them is the online booking link for an individual practitioner.  Either one of these can be used to access your online booking page.

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