How to Schedule an Appointment

Mary Jane

November 26, 2019 15:24
Updated

Manage appointment details as you schedule.

While there are various shortcuts to booking appointments, the process of
creating an appointment is the same regardless of how you access the form.

Overview

Schedule Navigation
Appointment Booking Window
Add Patient Complaints
Quick Patient Creation

Schedule Navigation:

From the Home Schedule, select the to locate the date you would like to schedule for. Use the navigation arrows to navigate by month.

Use the navigation arrows next to the to move through days.

On the schedule, select a time within the corresponding practitioner's columns.

Appointment Booking Window:

Click here to learn more about the individual fields

Practitioner	By default, the practitioner will be selected based on which column the time was selected from. You can choose another practitioner to add to the appointment or replace the current with another.
Patient	This is a type-to-search field based on a patient's first or last name. If booking a new patient, use the down arrow to select New Patient.
Complaints	Create or select an existing complaint to link the appointment with. Learn more below.
Insurance	Select from insurances created in the patient's profile.
Reason	Enter a brief note that will display as a label on the appointment. i.e. Have patient sign claim forms or Knee Injury
Date/Time	By default, these fields will be based on the time selected. Adjust them if you prefer another date or time.
Duration	This will default to the product or service's duration(s) being added to the appointment. Durations can be modified.
Recurring	Select this to open the recurring appointments section of the form.
Schedule Type	Select from the available Schedule Types created in settings and assigned to the practitioner.
Clinic	If in a multi-clinic setting, choose the appropriate clinic. The patient's default clinic assigned in their patient profile will be selected.
Memo	Enter any further text detail to be linked with this appointment.
Patient Reminder	The default patient reminder set within the patient's profile will be selected. Use the drop-down menu to choose another reminder type if necessary.

Adding a Patient Complaint from a New Appointment

When creating a new appointment, administrators and practitioners have the ability to Add or select an existing Patient Complaint.

If you have just added a new complaint, be sure to select Refresh button to see the drop-down list of existing complaints update.

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