How can I optimize my Profile for Online Appointment Booking?

Scheduling appointments in Practice Fusion is now even easier and more efficient.

Using your Online Booking Page, your patients have the ability to securely request appointments without the need to contact your practice.

Read more about Online Booking Pages here

In order to have an Online Profile, you must:

  • Be verified to eRx or have completed our identity verification process

  • Confirm and turn on your Online profile status
  • Have a Phys./MD/DO or NP/PA edit level

If your patients are enrolled in the patient portal, they can request to reschedule and cancel their online appointments.  For more information, see How do I process online reschedule and cancel requests?

Update your Profile

You'll first want to update your User Profile. This will ensure your Online Booking Page displays updated information. Please note that all of the Profile fields below must be completed in order for the Online Profile dashboard tile to be marked as Complete.

To do this, click Settings in the top-right corner, select Users, and choose the desired provider from the list.

Photo: Within the Profile section, click Upload photo. You'll be prompted to locate your saved photo using the File Upload window. Select your preferred photo and click Save.

Basic info: Use the Profile section to update name, degree, primary specialty, title and sex.

Contact info: Ensure current contact information is available for your patients. Use the Primary Facility drop-down menu (shown above) to select the appropriate facility for your Online Booking Page. Note: If the address or zip code for your practice is invalid, patients will not have the ability to request appointments.

To make changes to facility details, select Settings --> Facilities --> Edit.

Biography: The Biography section allows you add or edit bio info.

Note: You can use the Biography section to add supplementary information not listed in the Profile section

Practice Web Address: Practice Web Address allows you to add or edit your Practice Website (if applicable).

Set Office Hours

Available appointments are automatically pulled from your schedule. Update office hours within the Schedule section to ensure that patients are requesting appointments for available times.

1. Select Schedule, click the Schedule tab and select the Settings tab

2. Within the Facility hours section, you may alter the time range listed for each day to make changes

Schedule Blocks for when you are unavailable

Any Block within your schedule will be reflected on your page. Blocks will indicate an unavailable appointment slot and may be created per provider, facility, or practice.

To add a block, select Schedule and click the Day or Week tab. Click Add appointment, select Block time and choose the associated provider. Add applicable facility, date, time, duration and reason. Click Save.

Remember, when your Online Booking Page is turned on, information within the Profiles tab will be visible to patients.

Accounts, Login & Settings

  1. Need help logging in?
  2. How do I add, edit, or remove users/staff in my practice?
  3. How do I reset my password?
  4. Need help unlocking when logging in?
  5. What if I forgot the email I use to log in?
  6. What is browser trust?
  7. How do I edit Settings?
  8. As an administrator, how can I reset a user's verification phone number?
  9. How do I retrieve my security code?
  10. How do I import patients?
  11. What is the User Agreement with Practice Fusion?
  12. Why am I getting the error "Could Not Confirm your Password" while upgrading my login?
  13. Can Practice Fusion export all of my patient data if I close my account?
  14. How are account settings designated?
  15. What are Administrator (Admin) permissions?
  16. How do I complete a verification phone number reset?
  17. How do I export patient demographics from Medisoft?
  18. How do I access my EHR if my phone is lost or stolen?
  19. How can I optimize my Profile for Online Appointment Booking?
  20. How do I use an internet-based phone service (VOIP) for password reset by phone?
  21. How do I export patient demographics from Lytec?
  22. How do I create a unique email address for logging into Practice Fusion?
  23. How do I export patient demographics from Office Ally?
  24. What is a Practice Access Code?
  25. How do I reset my password for my Practice ID & Username?
  26. How do I export patient demographics from Advanced MD?
  27. How do I export patient demographics from Visionary Office?
  28. How do I export patient demographics from NueMD?
  29. How do I export patient demographics from MicroMD?
  30. How do I export patient demographics from Kareo?
  31. How do I export patient demographics from eThomas?
  32. How do I export patient demographics from eMedware?
  33. How do I export patient demographics from Centricity?
  34. How do I export patient demographics from Amazing Charts?
  35. What is Protected Health Information (PHI)
  36. Does my time zone affect the appointment reminders?
  37. What are password security requirements?
  38. How do I check my spam folder?
  39. Why am I getting the error "Email claimed but not verified"?
  40. How do I add, edit, or delete a facility?
  41. How do I upgrade my login?
  42. Which version of Practice Fusion am I using?
  43. How do I migrate from eClinicalworks to Practice Fusion?
  44. How do edit levels work?
  45. Why am I having difficulty entering the security code?
  46. Will I have ownership of my data?
  47. Why am I getting the error "Incorrect Password" while updating to email login?
  48. What should I use as my two-factor verification phone number?
  49. How should I prepare for retirement?
  50. Why does Practice Fusion lock after a certain amount of time?
  51. How do I add my NPI and DEA numbers to my account?
  52. How do I set up my phone?
  53. Why can't I log in with my Practice ID & Username?
  54. How can I delete my Practice Fusion account?
  55. Can I export patient charts from one Practice Fusion account and import them into a separate account?
  56. How do I change patient communication settings?
  57. How do I export patient demographics from CollaborateMD?
  58. How do I edit Facility and Practice info?
  59. How do I close an existing account that is no longer active?
  60. How do I export patient demographics from DAQ billing?
  61. How do I change the facility I am logged into?
  62. How do I prepare for scheduled downtime releases?
  63. How do I change my login email address?
  64. How do I add my Ohio Certificate to Prescribe (CTP) number to my account?
  65. Can Practice Fusion be used for educational purposes?
  66. Does Practice Fusion provide assistance with exporting our data from other software?
  67. Can Practice Fusion be used internationally?
  68. How do we backup our data from Practice Fusion?
  69. What is the Emergency Access setting?
  70. What is the Infobutton Configuration Setting?

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