Settings

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Under Settings you manage your Patient Portal and Online Appointment Booking options.

Here you will manage Appointments/Cancellations Policy, Communications, Calendar Sessions, Text, Branding and Practice settings.

Dentally Patient Portal - Settings -Appointments/cancellation policy

Appointments/Cancellation policy

Cancellation Policy

These settings are initially set for you during the set up process, but you are able to change them at any time.

  • Change settings to allow Private patients or NHS patients to cancel online.

  • Changes are automatically saved.

Recall Appointments

  • You can set which recall appointments are available to your Private or NHS patients.

  • Select the type of appointments

recalls bookable online

My Dental Portal Practitioner Selection

If a patient has a dentist assigned to them, the default is always to assign their regular dentist. However, you can change this here. You can select that the patient can book an appointment with any practitioner.

Dentally Patient Portal Settings Dental Practitioner selection

Appointment Visibility

Dentally Patient Portal Appointment Booking visibility setting

You can limit the maximum number of available slots each day or you can show all available slots.

Multi-Site Options

multi sites

For sites with multiple practices, you can choose to ensure patients always select an individual site, or allow them to choose any site that is available.

New Patient Form fields

Select the fields you require new patients to complete on the signup form.

new patient form fields

Weeks Ahead

You can set how far in advance patients can book their future appointments.

Dentally Patient Portal Communication setting weeks ahead

Multiple or Back to Back Appointments

Patients may wish to book multiple appointments. Here you can select the minimum and maximum time between appointments.

Dentally Patient Portal Communication multi appointment settings

Additional Web pages to support Managing Patient Portal and Online Appointment Booking

Set up

Managing Treatment Booking Terms and Conditions - Online Appointment Booking

Setting up Patient Portal and Online Appointment Booking

Patient Treatments

Managing Patient Treatments in the Patient Portal

Managing Treatment Booking Terms and Conditions - Online Appointment Booking

Settings

Managing Communication settings in the Patient Portal

Managing Calendar Sessions for Online Appointment Booking

Managing Features in the Patient Portal

Managing Text Settings for Online Appointment Booking

Managing Branding settings in the Patient Portal

Managing Analytics in the Patient Portal

Promotional codes

Managing Patient Promotional Codes in the Patient Portal

Manage Practitioners

Managing the Practitioners in the Patient Portal

Manage Stripe Payments

Managing Stripe Payments in Patient Portal

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