Appointments
Why didn't Sera book the appointment?
Almost always staff approval, an unresolved request, or an Open Dental write that failed.
Quick answer
The most common reason is that your appointment policy is set to staff approval, so Sera captured the request instead of booking it. Check Requests — approving the request is what actually books the appointment.
Steps
- Open Requests and look for the request.
- If it is waiting for approval, approve it — that books the appointment.
- If there is no request, open Calls and read the call outcome.
- If you are Integrated, check that Open Dental is connected — Sera will not claim a booking Open Dental never accepted.
If it still doesn't work
Other reasons a booking does not happen:
- No suitable open slot matched what the caller asked for.
- The request is marked alternative required because the requested time is no longer usable.
- Your Open Dental connection is degraded, so the write could not be completed.
Sera only reports an appointment as booked after the booking actually succeeded. A call where Sera said the office will confirm is a captured request, not a booking.