Getting Started

How do I add which insurances my practice accepts?

Log in to the LocalMed dashboard and select “Practices” from the left-hand menu. Then, select “Insurance Coverage” from the sub-menu. From here, you can add which insurances you are “In Network” with, and those that you do not accept. Please note that by default, your providers will appear when patients search for any insurance company on LocalMed, […]

How do I add photos and a biography to my LocalMed profile?

Log in to the LocalMed dashboard and select “Providers” from the left-hand menu. Under the General link, you can add: Photo Name NPI number Specialities Under the Background link, you can add: Your Bio Accreditations Memberships Education Language Ages Treated

How do I put my patient forms in the confirmation email?

If your forms are already available online, it’s simple! During installation our techs will ask if you have a link to your forms – simply provide it at that time. Otherwise, you can email with the link at anytime, and they will add the patient forms to the LocalMed appointment confirmation email.

How do I add LocalMed to my digital ads?

1. Email our customer support team ( with the name of your campaign. 2. They’ll generate a custom widget code for your ad so you can track exactly how many appointments originate from that campaign. 3. Once you have the code, create your ad and add the link as your destination page!

How can I add LocalMed to my recall emails?

If you’re looking to add your LocalMed scheduling link to recall emails, just email with the type(s) of appointment you would like to include (ie. adult prophy, child prophy, consult, etc.) and we’ll send you a unique tracking link for each. All you need to do is put the link in your email!

How does this work with a call center?

When it comes to your call center, you have two options for providing scheduling: We can provide your call center with a pre-verified widget where they can view and schedule appointments for your patients. This is the preferred method.  We can give them access to your clients app backend where they can utilize the “Call […]