Frequently Asked Questions

Got questions? We got answers.


When registering, what do I list as Practice Name if it is the same as the doctor's name?

If the practice has a name, use the practice name, otherwise it is fine to use the doctor's name.

I have more than one provider, when do I add them?

After you register, you can log into your dashboard at any time and create providers.

What happens if we don't have our new patient forms on our website?

You are not required to have these forms on your website.

What does Location Name mean?

For differentiating multiple locations by name, e.g. Northside or Medical Center. If you enter a name, we'll include the name along with the address when displaying your location in emails, dashboard, widget, etc.

How do I log into my dashboard?

Use the same email and password that you used when you created your account. If you forgot your password, you can reset it.

Who is my webmaster?

Your webmaster is the person you contact when you need to make a change on your website.

We are getting ready to change website providers, do I need to send this to my current webmaster?

Yes, sign in and add your new webmaster's e-mail in the dashboard.

Where do I add additional locations and/or providers?

In the dashboard, there are links to Manage providers and Manage locations.

I have other people who need to receive emails when a new patient schedules an appointment, where do I add their emails?

In the dashboard, look for the Manage my user profile link.

How do I add appointments to my ScheduleWidget?

By using the ScheduleWidget desktop application. You'll need to download and install it. Sign into the dashboard, look for the Download for Windows and Download for MacOS buttons.

Do I choose Save or Run when downloading the desktop app?

Choose, Run.

How do I know if the desktop app has loaded?

A window will pop up requesting your email and password which will be the same information that you used to register for your account.

What if nothing comes up after I download the application?

Go to your Start button and type ScheduleWidget on the search button.

How do I add an available appointment on my ScheduleWidget?

In the desktop application, click on the day and time you would like to show availability and click on Create Appointment.

Can the desktop app be loaded on more than one computer?

Yes, you can load it on as many computers as you choose.

How do I choose which location to schedule the appointment?

There is a button on the upper right-hand corner that has a drop box. Choose the appropriate office.

How do I specify the provider the patient will be seeing?

When scheduling the appointment, click on the drop box and choose the specific provider.

How do I know which provider has been scheduled for a specific appointment?

The provider's name will be on that appointment and each provider's name will be indicated by a different color.

How do I change the time allotted for a patient appointment?

On the upper left-hand corner, click on the three little lines and then click on the word options. Change your default length by choosing one of the four options available.

How does a new patient schedule an appointment?

They go to your website and click on the ScheduleWidget. If you have appointments plugged into your desktop app, these slots will appear. If you don't, they can choose to request an appointment.

How do patients choose their preferred location?

When they click on ScheduleWidget, the first window will show your locations and the patient can choose the one they want.

How does the new patient specify which provider they would like to see?

The name of the provider will appear on each available appointment.

How will the patient receive notification that their appointment was booked?

After booking, the patient will immediately receive a popup stating that their appointment is booked. They will also receive a confirmation email with the appointment details and a note letting them know that the office will be contacting them shortly.

How will we know when a new patient has booked an appointment?

You will receive an email as soon as the patient has scheduled their appointment with their name, phone number, email, and date, time, location and provider they have chosen. You will also receive a notification on your desktop app.

How does ScheduleWidget indicate to the practice that a particular appointment is no longer available?

The appointment on your desktop app will turn a darker color and have diagonal lines through it.

Why can't I delete or create new appointments on my desktop application?

This will happen if you haven't logged out of your desktop application in a few days. Go to the upper left-hand corner and click on Intelibly. Then click on Clear all Settings and Restart. This will log you out. Log back in and you should now be able to delete or create new appointments.

Where do I change who receives emails when a patient schedules an appointment?

Log into your Intelibly dashboard. On the menu, click on Manage my user profile and click on Edit.

Does Intelibly integrate with our PMS?

We are working on integrating with many PMS in the near future.

How do I add ScheduleWidget to my website?

We've created a simple form which sends the instructions to your webmaster. Fill out the form on this page.


Have more questions?

Feel free to email us at support@intelibly.com.