In addition to publishing your schedule for online booking, you can also add to your website a prospect registration form to collect prospective patient information
You might use this tool if you want to
- Easily capture warm leads who want to learn more about your practice but might not be ready to schedule an appointment with you yet,
- Screen prospective patients before you allow them to schedule on your calendar, or
- Order certain types of services or labs for patients before they show up on your calendar
Read on below for
To see what this form looks like, you can click here: https://www.optimantra.com/optimus/patient/patientaccess/prospects?pid=QWlGNkxuYjlFckhMOWJWMXcvMVk2QT09
Set up Prospect Registration
Go to Settings > Scheduling > Prospect Registration
Under these Settings, you'll be able configure how prospects interact with your module, including
- Select the services that prospects can choose from to be able to select as areas of interest
- Decide whether you want to assign a tag to prospects - e.g., prospect (not client) or website lead
- Add a confirmation email you want to send to prospects who register - this will be sent automatically
- Determine whether you want to take payment for registration
- e.g., if you are using this to sign folks up for a specific program
- Note that you need to be using an OptiMantra payment processor to take payment
- Add any customized instructions you want to show above the form
To see what a version of this form looks like, you can click here: https://www.optimantra.com/optimus/patient/patientaccess/prospects?pid=QWlGNkxuYjlFckhMOWJWMXcvMVk2QT09
* This path has been updated to Settings > Scheduling > Prospect Registration
Add Prospect Registration to your Website
You can add this widget to your website as a button, copy the URL to Clipboard link and add that as a link in a button icon on your website
Note the button and other colors will pull from your online booking settings under Settings > Scheduling > Online Booking > Location Settings
Test it out!
Once you've configured your prospect registration module - try it out! Fill it out to get a sense of your patient experience and check your settings