February 24, 2025 Disable Insurance Collection in Scheduler
Overview:
Disabling insurance collection allows dental practices to remove the insurance entry field from the online booking process. This is particularly beneficial for locations that do not accept dental insurance, ensuring a more seamless scheduling experience for patients. Practices can toggle insurance collection on or off for individual locations.
Key Benefits:
- Optimized Patient Booking: Reduces unnecessary steps for patients booking appointments at locations that do not accept insurance.
- Improved Administrative Efficiency: Simplifies scheduling configuration for cash-pay locations.
- Scalability for DSOs: Enables bulk updates across multiple locations, ensuring consistent configuration across the organization.
- This enhancement provides greater control over the online booking experience, allowing practices to align scheduling workflows with their operational needs.
How to use:
- By default, insurance collection is toggled on for the entire company, so you will need to turn it off. Go to your location Configuration page.
- Scroll down to the Insurance Settings section. Click the Enable Insurance toggle on/off as desired. Note: If you would like to do this for the entire company, you can will need to locate the same toggle in your Company Configurations.
