CTAppointments Functionality in the Scheduler

For clients subscribing to CTAppointments, invitations to patients can be sent and monitored through the Scheduler.

 

The New Patient dialog box has as selection to send the new patient and invitation email after clicking Okay. (You must include the patient's email address at this time.)

You can view the status of a patient with a booked appointment by clicking their Show Patient Info button:

 

In the Patient Information screen you can check patient's the Online Appointments invitation status:

Click Send Invitation. (Patient will need an email address.) Otherwise, click Close.

After clicking Send Invitation, you will see this message. Click OK.

Once you have sent an invitation, if you access the Patient Information screen again you will see the following information:

You can click "Review Account" to open CTAppointments' Patient Access screen. Here you can check the list of patients that have been invited and patients that have enrolled, to see the status of this patient:

Finding the Online-Appointment Indicator

You can determine if an appointment was created online by selecting the appointment and looking at the appointment information. For "Created By...", in place of a staffer's name will be "Online Appointment" along with the date and time that the patient created this appointment:

If a patient has not given consent to receive texts and emails you will see this message when you attempt to send them an Online Appointments invitation:

This is because the patient has opted out, and the box below in the patient's profile is un-selected. Contact the patient to obtain consent.

Should you discover that an invited patient's email address is incorrect, this procedure must be followed to update the invitation: 

  1. Update and save the patient's email address in the Front Desk.
  2. Remove the original invitation as described on this page.
  3. Send a new invitation to the patient through CTAppointments as described on this page.

IMPORTANT:  You cannot "resend" the original invitation after changing the patient's email address. Also, you cannot send a new invitation via the Front Desk or Scheduler. In this situation, new invitations must be sent through CTAppointments.