How to Schedule Next Appointment

You can quickly schedule a patient's next appointment using the Schedule Next Appointment feature. This saves time by copying key appointment details into the new appointment.

When to Use This 

• Use Schedule Next Appointment when a patient needs a follow-up appointment and you want to reuse information from their current appointment.

Using Schedule Next Appointment

1. Click the patient's appointment 

2. Select Schedule Next Appointment

3. Go to the date and time for the patient's next appointment

    

4. Review the appointment details 

5. Click Save 

    

Result

The new appointment will automatically copy the following information from the patient's current appointment:

• Patient

• Practitioner 

• Insurance

• Clinic

• Complaint

• Schedule Type

• Visit Type

• Duration

• Products/Services (when enabled)

  • Go to Settings 

  • Under System & Company Settings, select General 

  • Click Scheduling 

  • Go to the Scheduling section

  • Find Copy Products/Services with Schedule Next Appointment and set to Yes 

  • Click Save