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:
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. |
|
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. |
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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