To create an online booking service in Patient Bridge:
- Log in to Patient Bridge.
- From the main menu, select Patient Portal.
- Click Manage Services.
- Click Add Service.
- Enter the Service Details:
-- Service Name: The name to be displayed on the online booking website.
-- Service Description: Enter any additional information you want to include.
-- Mapped Treatment: Select the appointment type. This is an appointment that links from Sensei Cloud.
-- Service Category: Select the best category for this service.
-- Invitation Only: Only select this option if you are sending as recall. Leave this deselected for an online booking website.
-- Cancellation Enabled: If selected, appointments can be canceled online. We recommend leaving this option deselected as there is no time frame. When deselected, the patient has to call to cancel.
-- Active: Always leave this option selected. - Enter the Service Times:
-- Service Duration: Time slot length for the service, match the Sensei Cloud timings.
-- Minimum Lead Time: How far does it go before it opens. This can be entered as days or minutes.
-- Maximum Lead Time: How far in advance the online booking looks. Select from the following options: One, Two, Three or Four months.
Note: For example, in the preceding image, the slots will look for: 15 minutes, 2 days’ notice required and open for up to 1 month. - Complete the Payment Section:
-- Requires Pre-payment: Select this option if you want to make a pre-payment required.
-- Pre-payment amount: Enter the amount required for the pre-payment.
-- Pre-payment label: Add extra detail for information.
Note: If you have the pre-payment selected, you must have a stripe account set up and configured. - Complete the Link Settings, if required. We recommend leaving this section blank.
- Click Save.
Note: This can be amended at any stage. The pre-payment requirement can be removed and timings can be amended where required. To amend the settings, select Actions and then click Update.
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