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
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.
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)
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. If this is an existing patient, just search for the patient's name and their information will populate.
Populate the required fields.
3. New appointments can also be entered by a double click in the Provider column
4. A quick appointment can be made by clicking and dragging the amount of time you want to schedule.
