Smart Scheduling - Recall Patient Walkthrough

This article shows an existing patient's point of view when using Smart Scheduling to schedule a recall/recare appointment. Screens may differ from article images depending on the device a patient is using. 

Table of Contents


Scheduling an Appointment

Welcome Screen & Patient Verification

The first screen a patient sees when clicking on a Smart Scheduling link in their Recall Reminder is a welcome message.  This screen asks them to enter their date of birth to verify they're your patient:


Note: The patient has 3 attempts to enter the correct birthdate.  If they aren't able to do this after 3 tries, they'll see a message to contact your office.

Set Appointment Details (Date, Time, & Provider)

Once the system verifies the patient's identity, they can select a date and time for their appointment and, if they want, a provider they want to see.  If a patient chooses a specific provider, they'll see available appointments for that provider only.  If you've added bios for your providers in Smart Scheduling, patients can click View Bio next to each provider name to read a short summary about them.


Confirm Appointment Selection

To officially book their appointment, patients must review the appointment details they've selected and click Confirm Selection a the bottom of the screen.  When reviewing the appointment details, patients can also leave a message for your office by typing into the Anything you'd like us to know? field. This message then shows in the Appointment Note in Dentrix, Open Dental, or Eaglesoft and will display in POP under the Activity tab for Smart Scheduling.



Before confirming their selection, the patient can also select Notify me if an earlier appointment time becomes available. This automatically adds the appointment to your ASAP list in YAPI and sets the appointment as ASAP in Dentrix or Open Dental, or Sooner if Possible in Eaglesoft.  If they select this, they can also set preferences for the days and times they have available so you know if you can offer them a spot that opens:


When the patient clicks Confirm Selection, the system will attempt to book the appointment. If the booking is successful, the patient is taken to the Appointment Booked page.

Note: If the patient’s selected time and date have been booked before they were able to complete their booking, the system will display an error and send them back to the appointment selection screen to select a new date and time.

Appointment Booked 

Once an appointment has been successfully booked in Dentrix, Open Dental, or Eaglesoft, the patient will see a "You're All Set" message along with their appointment details.


Email Confirmation

If you've set up an email confirmation in your Smart Scheduling settings, patients are automatically sent an email that has their appointment information:


Add to Calendar

At the bottom of the confirmation page, patients also have the option of clicking Add to Calendar to add the appointment to their calendar on Google, Apple, Yahoo, or Outlook:



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