Our integration with Exact requires that all the appointment types you have listed on HealthEngine are linked to an appointment type in your Exact PMS (known as booking reasons) and that the lengths match those set up in Exact for that booking reason. If they are not linked or the lengths do not match, the booking will fail. Below are some common troubleshooting questions we are asked:
- How do I link my appointment types and lengths?
- My booking reasons aren't in the list
- Only some of my appointments are showing online
- My hygienist is not in the appointment book list
- A patient wants to cancel their appointment
How to link your appointment types and set the correct length
You link your appointment types in your practice admin portal under settings> manage practitioners> edit appointment types. If you have a HealthEngine appointment type created that is not linked to an Exact booking reason the booking will fail.
You also need to ensure that the appointment type length in HealthEngine matches the length of appointments in Exact for the practitioner you are linking it to. In Exact, this is known as Online Appointment duration as shown below. Please ensure each of your practitioners appointment types are linked and the lengths match those that are set up in your Exact web setup.
My SoE booking reasons are not showing up in the Linked PMS Appointment drop down.
If you don't see your Exact SOE booking reasons listed in the drop down we will need to do a refresh of your Linked PMS Appointment types - Use the below button at the top of the edit appointment types page to do this.
If you need further help understanding your SoE integration please contact our support team.
I want my Hygienist available for online bookings but they are not appearing in the Appointment Book drop down.
If you experience this issue, take a look at the booking reasons in your SOE Exact PMS. If there is a HealthEngine booking reason that has been created for you, simply add your Hygienist to that booking reason. If you do not see a HealthEngine booking reason then your integration is using the first booking reason in the list as your default. (Please note if you have marketing reasons set up, it will be using your marketing booking reason as the default if no HealthEngine reason is found.)
You will need to add your hygienist to that appointment type or if that is not possible you can create a HealthEngine booking reason and add all practitioners to that one so that it can accommodate both your dentists and hygienists. Make sure the HealthEngine booking reason is written as shown:
If you make a change to your booking reasons, please allow time for the updates to flow through to HealthEngine, and then you will be able to select your appointment book.
Please note: If you create a HealthEngine booking reason you may need to reconnect all practitioners appointment books. Check your appointments on HealthEngine half an hour after any changes to ensure the correct availability is showing. If you need help with this please contact our support team.
Only some of my appointments are showing online?
If you don't see all your availability online, it could be that you don't have appointment stacking ticked in your SOE Exact PMS. If appointment stacking is not ticked only the first available slot for each day (1 morning and 1 afternoon) will be published.
My Patient said they cancelled their appointment but it is still in my appointment book?
Our integration with SOE does not allow online cancellations through HealthEngine. If a patient tries to cancel their appointment through their booking confirmation they will be directed to call the practice and cancel over the phone. When they call you must manually remove the appointment from your appointment book.