To allow for the API to schedule on the Nextech Scheduler, there are two preferences that need to be setup within the system. 
 
To set these, go to Tools -> Preferences and then expand Scheduler Module -> Online Scheduling
 
  • Verify the preference for Online Scheduling Default Functionality is set to <Book>; if it displays either <Not Allowed> or <Hold>, click the line item and change it in the dropdown to <Book>.
  • Another useful preference to change is Online Scheduling Appointments - Book. This preference allows you to define a custom status for your online appointments instead of the standard "Pending"; this can be helpful for staff if they need to know which appointments were scheduled by staff versus which ones were done online by the patient through NextPatient and can also have a dedicated color background if appointment background colors are set to reflect appointment status. The default of "<Not Allowed> must be changed to one of the following options:
    • If the practice wants to keep this setting as "Pending", you can quickly update that setting in the dropdown menu after clicking on the preference. 
    • If the practice would like to have a visual on the scheduler for these appointments by way of Status and background color, first go to Administrator Module -> Scheduler Tab -> Edit Statuses...
      • Click the Add button to add a new appointment status and call it "Online Appt" and determine an appropriate Symbol (we suggest w for website) and Color for your office. 
      • Return to Tools -> Preferences -> Scheduler Module -> Online Scheduling and change the preference for Online Scheduling Appointments - Book and change to Online Appt
  • Once completed, click OK (Save) to exit from Preferences.