| Note: While there are various shortcuts to booking appointments, the process of creating an appointment is the same regardless of how you access the form. |
Step 1: Select the Date & Time
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.
Then, on the schedule, select a time with the appropriate practitioner.
Step 2: Scheduling the Appointment
Inside the Appointment window, enter the Patient and the Products & Services. All other fields are optional and descriptions are listed in the table below.
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. |
|
Complaints |
Create or select an existing complaint to link the appointment with. |
|
Insurance |
Select from insurances created in the patient's profile. |
|
Reason |
Enter a brief note that will display as a label on the appointment. |
|
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. |
For US Clinics
After adding the Patient and Products & Services, enter the Place of Service, Modifiers, and ICD Code
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. These complaints can be linked to the patient chart.
Quick Patient Creation
From the Name field, start typing in the name of a patient, if it is not found at the end of the row you will be prompted, in red, No Matches.
Click the down arrow at the end of the field and select New.
A quick patient creation window will popup and you will be able to create a basic patient profile.
Once you enter the patient name and some of the other details and Save the patient's name will populate into the appointment booking window Patient Name field. A basic profile will be created for the patient. You can fill in the rest of the details by opening the patient profile or by having the patient log into the Patient Portal and go to the Portal Profile and complete the information fields.