Setup the eServices Portal

Setup the eServices Portal

Quote
Listed below is how to setup the eServcies portal, iFrame behavioral and edit email notifications. 

 Setup the eService Portal

The following steps are recommended completing before using the eService Portal. The eServices Portal currently hosts eAppointments and eForms, however only the service the practice is subscribed to will be visible.

Login to eServices Portal as Admin

  1. Open the eServices URL in an Internet Browser
  2. Select Sign In
  3. Enter the Administration login details (created when setup)
  4. Select Sign In
                                           

Allow Practice Staff Access to eServices Portal

Rather than have one shared login to the Admin area of eServices, additional practice employees can be added. 

  1. Login to the eServices Portal as an Administrator
  2. Go to Menu  > Practice Management
  3. Select Locations Management    
                                                                  
  4. Click Assign User Roles
    1. Organisation: Select the Company
    2. Surgery Name: Select the Practice/Location 
    3. Users: Click Add             
      1. Fill in the details of the employee
      2. Select the appropriate role
      3. Click Save

  1. Login to the eServices Portal as an Administrator
  2. Go to Menu  > Practice Management
  3. Go to Administration
    1. Click Change Logo
      1. Select the Practice
        1. Find the Logo > Click Open                                     
        2. Click Close when the image is against the Practice   
                            

Setup eService Notifications

  1. Login to the eServices Portal as an Administrator
  2. Go to Menu  > Practice Management
  3. Go to Administration
    1. Click Notifications
      1. Click Notification Options
        1. Notifications: Tick the instances when a notification e-mail should be sent
        2. Recipient(s): Enter the e-mail(s) of those at the practice who should be notified
        3. Importance: Select from High, Normal and Low         
        4. Click OK    
                                              

ePayment Settings & Terms of Service

With eAppointments, a deposit can be collected at the time of booking an online appointment. The practice can specify which providers and reasons require a deposit. Available from Build 5750 for Dental4Window users. Dental4Web coming soon

Settings

Before setting up deposits, the following configurations must be completed

  1. Within the eServices portal
  2. Go to Menu > Practice Management   
                                                                                               
  3. Select eAppointments Management
  4. Select Display Options

  5. Tick Selection of Reason is mandatory
  6. If Use easy booking mode is selected, then untick

  7.  ePayments Terms of Service
    1. Select the Default Text

    2. To customise the Service text according to your requirements, select Custom text and then make the necessary changes or additions

    3. The provider reasons must be set up for each provider 

Additional Setup

Once the eServices Portal is setup, the individual service (eAppointments / eForms) should then be setup. 


Info
Refer back to Initial setup eAppointments and Initial setup eForms articles for more information (links coming soon).

iFrame Behavioural

The iFrame behaviour has been redesigned to enable it to work with the browsers with prevent cross-site tracking feature.

Booking process

  1. At the booking page, when the patient selects a time slot, creates an account or signs in, this message will appear

  2. Selecting Yes, the booking page will open in a new tab
  3. To redirect the patient back to the client webpage after the booking is completed, this needs to be set up in the eService Portal

Redirect Patient back to Webpage

  1. Go to eService Portal> My Cabinet
  2. Select Practice Management > eAppointments> Display Options
  3. At, After booking confirm redirect, enter the URL for the webpage

eServices: Edit Email Notifications

The practice can edit the email notification templates for:
  1. New User registered
  2. Appointment requested
  3. Appointment declined
  4. eForm submitted
  5. Patient created by admin user
  1. Within the eServices portal
  2. Select 
  3. Select Practice Management
  4. Select Locations Management
  5. Select Notifications
  6. Select Edit Email Templates
  7. At Template name select the template to be edited from the drop list
    mceclip2.png
  8. At Template, edit the template  
                                                                      

Variables (pre-filled data) can be added to the template.

  1. Click on the section in the template to specify where the variable will be displayed
  2. Click the variable from the list, and it will be placed in the selected area 

  3. Click Save

    • Related Articles

    • View & Manage eServices Management Console Dental4Web

      eServices Management Console Found in the Appointment Book Toolbar: Click eAppointments or Click the hamburger menu > View eAppointments Scheduled eAppointments When an eAppointment is successfully scheduled, it will automatically appear in the D4Web ...

    • eForm Report in the eServices Portal

      Listed below is how to run the eForms report. Reports: eServices eForms Report The eService eForms Report provides details of the eForms submitted at a single or multiple locations. Run the Report Go to eService Portal > Menu Select Analytical ...

    • Setup eForms

      Listed below is initial setup for eForms, for both Dental4Windows and Dental4Web users. Included are links to relevant articles for managing features Setup eForms Dental4Windows Users Centaur Software host regular webinars for eForms users soon. ...

    • Setup ePayments

      ePayments is a service that allows patients to pay a deposit for an appointment when they book through eAppointments. Different fees can be charged depending on what type of appointment the patient books. Setup ePayments, manage security, setup email ...

    • General Settings for Group eServices in D4W

      Find the General Settings via Location Setup > General tab > Group: eServices General Settings ePayments: Allow REFUND of eAppt deposit from Appointment Book Deposits created from eAppointments that have been booked can be refunded from the ...