Scheduling Appointments from the Patients or Scheduler tabs

You can schedule an appointment from the Patients Tab or the Scheduler Tab.

1. Scheduling from the Patients tab

1.1. Search for your patient > Click the Appointment button

Find your patient > click Appointment button

1.2. Appointment window opens > Enter the required fields > Click Save

Note: The type of appointment will populate the duration of the visit. This can be changed if needed.

Appointment window opens > Enter the required fields > Click Save

2. Scheduling from the Scheduler tab

2.1. Select a date on the calendar  >  Click the New Appointment button

NOTE: You can also double click or click and drag the time block on the schedule (See 2.3)

Select a date on the calendar  >  Click New Appointment button

2.2. The Appointment window opens > Complete the form and Save

Note: If this is a New Patient calling in to make an appointment, a record can be set up in this window by selecting the New Patient button.

Populate the required fields.

2.3. New appointments can also be entered by a double click or click and drag in the Provider column

New appointments can also be entered by a double click or click and drag in the Provider column