Online Appointment Requests

Online appointment requests allow prospective or existing patients the convenience to request their own appointments. Your institution must determine which approach best meets its needs.

Important: You cannot use Online Appointment Requests for both types of patients.

  • Prospective patients can access a publicly available, customizable Appointment Request webpage and submit an online appointment request. The request may include a variety of patient information including:

    • Name, gender, birth date, phone, and email address

    • Reason for the appointment request

    • Insurance information, if applicable

    • Preferred appointment times

    • Answers to custom questions

  • Existing patients can access a third-party integration such as the axiUm Engage portal and submit an online appointment request.

Once requests are submitted, they are received and processed via the Personal Planner module > Online Requests tab. From here, you can search for requests, review requests, and manage requests as needed.

Note: Prior to 2025.3, the Online Requests tab was only available for institutions that purchased PatientAccess 2.0.

Online Appointment Requests are accessed through the Personal Planner module > Online Requests tab.

You can open online appointment requests in the Personal Planner module using one of the following methods:

  • Nav Panel: Under Education, click Personal Planner or the () icon, then click the Online Requests tab.
  • Menu bar: From the Actions menu, select Claims..., then click the Online Requests tab.

The Personal Planner module > Online Requests tab is made up of an upper pane and a lower pane.

The upper pane contains a variety of search criteria fields and activity buttons.

You can run a custom report from the Info Manager module > Clinic Mgt tab to help monitor online appointment request activity.

You use this report the same as other Info Manager reports. You can customize, create, filter, save, and print or export it.

  • Online Requests On File: Lists online request information such as the request date, status, assigned use group, and assigned user name.