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ID	Title	Module	Category
96	Setting Up Online Scheduling Setting Up Online Scheduling Online scheduling lets patients book themselves in from your website. It takes two settings that people routinely mistake for one, so do both before you tell anyone the feature is live. The two switches Online Scheduling Enabled on the ApptPro Admin page turns the feature on for the practice. That alone books nothing. Each appointment type then has its own Offer Online toggle. Only types you switch on there can be booked, and until at least one is on, the booking page loads and offers a patient nothing at all. This is the most common way online scheduling appears broken, and it is silent - there is no warning that the practice switch is on with nothing behind it. Turn on the types in the same sitting as the practice switch. Choosing what to offer The visit type list shows each type with its Duration: and Estimated Price:, which is what a patient is committing to. Check both read sensibly before offering a type - a wrong duration books the wrong amount of your day, every time. Give every offered type an online description. It is the only explanation a patient gets of what they are booking, and a type offered without one is a slot with no context. Start with two or three straightforward types. New patient appointments, anything needing triage, and anything expensive are better booked by a person, at least at first. Portal features Under Portal Features you choose what else patients can do - Ask the Doctor, Documents, History, Products, Providers, Uploads. Each is independent of scheduling. Turn on only what you will actually service. Ask the Doctor in particular creates messages somebody has to answer, and an unanswered patient message is worse than a feature you never offered. Terms and disclaimer Portal Disclaimer and Terms and Portal Terms and Conditions for Patients are what patients agree to. Write them before you go live, and have whoever advises you on such things read them - this is the one part of the setup that is not easily undone after patients have accepted it. Appearance Portal Style carries Main Colors and an Accent, a Header Font and Content Font, a Header Image and the Dimensions it embeds at. Match your website closely enough that a patient does not think they have been sent somewhere else. Before you publish the link Test your Portal URL and check Portal Location points where you expect. Book a real appointment yourself, on a phone, and confirm it lands on the right provider's schedule at the right length. Check the times offered are ones you actually want booked. Cancel your test booking. Use Save your portal settings as you go.
99	Questions About Online Scheduling Questions About Online Scheduling We turned scheduling on and patients still cannot book. Why? Because there are two switches. Online Scheduling Enabled turns it on for the practice; each appointment type also needs Offer Online. With no type switched on, the page loads and offers nothing. Can we offer some appointment types and not others? Yes, and you should. Offer the straightforward ones and keep new patients, triage and anything expensive with a person. Can a patient book with a specific practitioner? Yes - send a Provider Link. A General Link lets them choose. Can we send a link that books one exact appointment type? Yes, that is what Visit Type Links are for, and they are the most useful kind - the patient cannot pick the wrong thing. Do we need a web developer? Not for a link - Copy link works in an email or a text. For a button on your website, Copy the button code gives your web person the HTML. Can the booking page live on our own site? Yes. Embed the Portal with the Portal Include Code keeps patients on your domain. Check it on a phone. What else can patients do in the portal? Whatever you switch on under Portal Features - Ask the Doctor, Documents, History, Products, Providers, Uploads. Each is independent of scheduling. Should we turn on Ask the Doctor? Only if somebody owns answering it. It generates real patient messages, and an unanswered one is worse than not offering it. Why does a patient see no available times? The type is offered but nothing fits - no open hours, a full schedule, or an appointment duration longer than any gap you have. Can we control what a patient sees about an appointment? Yes. Each type carries an online description, plus its Duration: and Estimated Price:. Fill the description in - without it, patients are guessing. Can we make the portal match our website? Yes - Portal Style covers Main Colors, an Accent, Header Font and Content Font, a Header Image and the embed Dimensions. Do patients have to accept terms? They see your Portal Disclaimer and Terms and Portal Terms and Conditions for Patients. Write these before going live. How do we test it without a real patient? Book one yourself from a phone, check it lands on the right schedule at the right length, then cancel it.
97	Sharing Your Scheduling Links and Buttons Sharing Your Scheduling Links and Buttons Once online scheduling is on, patients reach it through a link you publish. Embed Links and Buttons generates those for you - the point being that you can send a patient somewhere more specific than your front page. Three kinds of link General Links - book anything you offer. This is the one for your website's main button. Provider Links - book with one practitioner. Put these on that practitioner's own page or in their email signature. Visit Type Links - book one kind of appointment. These are the useful ones: a link that books exactly the follow-up you just told the patient to book removes every chance of them choosing wrong. All Visit Types offers everything you have switched on. Getting the link out Copy link gives you the address for an email, a text or a social post. Copy the button code gives you HTML for a proper Schedule an appointment button on your website - hand that to whoever maintains it. Test the Button before you publish. It takes seconds and it is the difference between a link that works and one your patients quietly give up on. Build your own link is there when you want a combination the standard ones do not cover. Embedding the portal Rather than sending patients away, Embed the Portal puts it inside a page on your own site using the Portal Include Code. It keeps patients on your domain, which is worth something. Check it on a phone as well as a desktop - an embed sized for a wide screen is where this usually goes wrong. Where to put them A single obvious button in your site's header or navigation. A visit-type link in appointment reminder and follow-up emails. Provider links wherever you list your practitioners. A general link in your voicemail greeting's text follow-up, if you send one. Keeping them working Links point at visit types and providers. If you stop offering a type online, or a practitioner leaves, the links pointing at them stop being useful - and nothing tells you where you published them. Keep a short list of where each link went; it takes a minute now and saves an afternoon later. Re-test your main link whenever your website is rebuilt.
48	Using Telehealth in OfficePro Using Telehealth in OfficePro OfficePro has integrated telehealth conferencing, so virtual consultations are set up from inside the platform rather than through a separate meeting tool. The link is created with the visit and sent to the patient. Setting Up a Telehealth Visit: Create a New Visit: When scheduling an appointment, select the Telehealth option. This can be done at the time of creating the visit to automatically configure it for virtual attendance. Choose a Telehealth Visit Type: For even quicker setup, you can select a specific Telehealth Visit Type. This option will automatically check the telehealth box and enable the virtual meeting link. Automatic Patient Notifications: Once a telehealth visit is created, OfficePro will send an email and text notification to the patient. These notifications contain a link to access the virtual meeting room, allowing patients to connect with ease. Additional Tips: Ensure that the patient's contact details (email and phone number) are updated in their profile for the notifications to be sent accurately. Confirm that your device settings (microphone, camera) are configured for a smooth telehealth experience.
98	Patients Cannot Book Online Patients Cannot Book Online Work these in order. The first one accounts for most reports and looks identical to a broken feature. 1. No visit type is offered online Online Scheduling Enabled turns the feature on for the practice. It does not make any appointment bookable - each type needs its own Offer Online toggle. With the practice switch on and no type switched on, the booking page loads and offers nothing. This is genuinely common: of the practices with online scheduling switched on and appointment types set up, a substantial minority have no type offered online at all - including one with more than thirty active types and none of them bookable. Open the visit type list and confirm at least one shows Offer Online switched on. 2. No appointments are available The types are offered but nothing is bookable. Patients see an empty calendar, which reads as broken. Check the provider has hours that are open to booking. Check the schedule is not simply full for the period the patient looked at. Check the appointment's duration fits the gaps you actually have - a 90-minute type will find nothing in a day of 30-minute slots. 3. The link is wrong or out of date Use Test the Button and Test your Portal URL. A link published before a website rebuild, or pointing at a visit type you no longer offer online, fails in a way patients never report - they just stop. 4. It works for you and not for them Test as a patient would: a phone, on mobile data rather than your clinic wifi, in a private window. Most "it does not work" reports are an embed that has not been checked on a small screen. The wrong appointments are being booked Usually the offered types rather than the booking system: A type offered online that should be booked by a person - new patients, anything needing triage. A missing or unclear online description, so patients guess. Three types across all practices are currently offered with no description at all. A duration or Estimated Price: that does not match reality, so patients book expecting something else. Narrow what you offer rather than accepting bookings you have to move. A patient booked with the wrong provider A General Link lets them choose. If you want them with a particular practitioner, send a Provider Link instead - and check which link is on the page they actually used. Portal messages are going unanswered Ask the Doctor creates messages somebody has to answer. If nobody owns that, switch the feature off rather than leaving patients writing into silence - an unanswered message damages more than a missing feature. The portal looks wrong on our site Check the Dimensions under Portal Style, and check it on a phone. Colours and fonts are there too, so it can be made to match your site rather than sitting awkwardly inside it. What to have ready for support The exact link the patient used, what they saw, the device and browser, and whether any visit type shows Offer Online switched on. That last one resolves it more often than anything else.
51	Granting Microphone & Speaker Access in Your ApptPro Telehealth Session Granting Microphone & Speaker Access in Your ApptPro Telehealth Session Welcome to ApptPro, the secure and easy-to-use telehealth platform built into your NaturaeSoft OfficePro system. If you’re joining an online session and your microphone or speakers aren’t working, it’s often due to permission settings in your browser. Follow the steps below to make sure your provider can see and hear you clearly. Why Permissions Matter ApptPro uses Whereby to power your video calls. When you enter a meeting room for the first time, your browser will ask for access to your microphone and speakers. If access is not granted, you may not be heard or hear others during the session. ✅ How to Allow Mic & Speaker Access by Browser Google Chrome Join your ApptPro meeting room link. When prompted, click Allow to grant microphone access. If you missed the prompt: Click the lock icon in the address bar (next to the URL). Set Microphone and Sound to Allow. Refresh the page. Mozilla Firefox Join the meeting room. A pop-up will appear asking for microphone permissions. Choose your desired device and click Allow. If not: Click the lock icon in the address bar. Under “Permissions,” ensure microphone and autoplay sound are allowed. Refresh your browser. Microsoft Edge Open the meeting link. A permission box will appear; click Allow. If not: Click the lock icon next to the URL. Change the Microphone setting to Allow. Refresh the page. Safari (Mac Only) Before entering the room, go to Safari > Preferences > Websites. Under Camera and Microphone, set the setting for your ApptPro domain to Allow. Refresh your browser and rejoin the room. Changing Devices Mid-Call If you need to switch to a different mic or speaker during a session: Click the room name at the top of the video call window. Go to the Device tab. Select your preferred microphone and speaker from the dropdown menus. Tips if You Still Have Issues Restart your browser and try joining the meeting again. Ensure your device isn’t muted or set to a different output (like headphones). Close other apps that may be using your microphone (Zoom, Skype, etc.). Try a different browser, such as Chrome or Firefox. Still Not Working? If you've followed the steps above and still can’t connect your mic or hear sound, please contact NaturaeSoft Support at support@naturaesoft.com or through your OfficePro support chat.