Scheduling Appointments from the Patients or Scheduler tabs
You can schedule an appointment from the Patients Tab or the Scheduler Tab.
1. New Appointment from the Patients tab
1.1. Find your patient > Click Appointment
1.2. Appointment window opens > Enter the required fields > Click Save
Note: The type of appointment will be populated the with duration of the visit. This can be changed if needed.
Click Find Availability to search for providers and time slots available to schedule an appointment for a specific date or other criteria
2. New Appointment from the Scheduler tab
2.1. Select a date on the calendar > Click New Appointment
NOTE: you can also double-click on an empty time slot to open up the new appointment window
2.2. The Appointment window opens > Complete the form > Click Save
Note: If this is an existing Patient, type in their name to search
If this is a New Patient calling in to make an appointment, a record can be set up in this window.
Selecting New Patient will display a section to create a new patient. If this is an existing patient, simply search for that patient and their information will populate.
Populate the required fields including the "Preferred Contact Method" and "Primary Address".
