For appointment types to show up on Kasper, you need to add them on Open Dental first and assign procedure codes to them.
Here's how to set appointment types on OpenDental:
First, go to "Setup", then hover over "Appointments" and then click on "Appointment Types"
Once you click on "Appointment Types," the following window will pop up:
Click the "+ Add" button to add appointment types to your OpenDental Appointment Type. The following window will appear:
Type a name that you wish for your new Appointment Type, add the relevant procedure codes associated with that group, and then use the left slider to allocate how much time this appointment takes.
Note: The Appointment name you create in Open Dental won't be the name visible to your patients on the online scheduling public link. You'll have the opportunity to modify the display name later in Kasper.
ATTENTION: If an appointment type has no procedure codes attached to it, it will NOT show up in Online Scheduling at all!
Remember to ensure you have set an appointment time length by using the slider on the left hand side of the window.
The appointments you create here will show up when you go to add appointments to your online scheduling section on Kasper. Once you've finished adding your appointments, go back to the online scheduling section of Kasper and refresh the page.
Next, let's add that appointment to Kasper.
How to Add Appointments to Kasper?
To add an appointment, follow these steps:
Click on "Settings" tab.
Navigate to "Online Scheduling"
On the "Online Scheduling" page, locate the "Action" button.
Click the "Action" button.
From the dropdown menu, select "Add Appointment."
In the "New Appointment" box, you'll see a dropdown menu. Select the desired Appointment Type from the dropdown list. This should correspond to the appointment type you've set up in Open Dental.
After selecting the Appointment Type, you can give it a name that you want your patients to see in the Online Scheduling tool. This name should be clear and easily understandable to your patients.
In the example above, we created the appointment type called "3Limited Exam" in Open Dental so that is what we select. I then type "New Patient Limited Exam" as the display name I want my patients to see in Online Scheduling.
Once you are done, click the "Add" button.
You should now see your new appointment type in Kasper
Adding practitioners/ providers to appointments:
Let's go ahead and add some providers to that group, click the "+" button
A new "Providers" box will appear, select the providers you wish to add.
In the screenshot below, I want the providers "Scott Hudson, DDS" and "Bruce Bently, RDH" to take this appointment type so I click the box next to their names.
Once you are satisfied with your selected providers, click the "Save" button
You should now see your appointments with your providers attached
And now if we check our Online Scheduling, we can see our new appointment type with our providers
