Getting Set Up
Follow these steps to get your clinic set up with our Appointment Booking feature.
1. Create a help request.
Click here to create a help request.
2. Brainstorm what you want to include in your chat.
Brainstorm the patient information you would like to collect and the follow up questions you would like to ask patients regarding the appointment type they are booking for. Some examples of patient information and follow up questions that could be useful to include are featured below:
Patient name
Patient phone number
Patient healthcare number
Patient email
Patient referral form
Patient date of birth
Patient home address
Patient health history for booked appointment reason
Explanation of the problem/appointment reason the patient is booking for
3. Meet with your dedicated onboarding specialist.
During this meeting you will work together to come up with the flow of your booking chat. This design will determine the flow of questions you want patients to answer before booking their appointment.
After discussing the design of your booking chat, your Customer Success Specialist will begin developing it. Once they have finished building the chat, you will have the opportunity to test and review.
This is designed to be a 3-week process. If you require more than 3 weeks for this project there may be an additional onboarding fee.
4. Distribute the chat to patients.
When your appointment booking chat is finished and ready for patients to use, you will be given a number of different methods to distribute it to patients.
These methods include:
A QR code that patients can scan to access the chat.
A widget that can be attached to your website for patients to click on and access the chat.
A link to the booking chat, which patients can request by texting your clinic's designated Mikata number.
What will the patients see when they are going through the chat?
When completing the appointment booking chat, patients will be prompted to answer a number of questions about themselves before selecting their appointment reason, provider, and the time(s) that work for them.
For basic appointment requests, patients will select a day of the week, and time of day that works best for them (e.g., Friday morning).
For advanced appointment requests, patients will select up to 5 available appointment times that work for them.
For autobooking, patients will select and book an appointment in an available appointment time that works for them.
If the patient is unable to find available appointment times, they will be prompted to select their preferred time and days for an appointment and will submit a basic appointment request to the clinic.
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