Step 1
Click an appointment time on the schedule to book the appointment.
Step 2
Fill in the details
| Patient | Enter the patient's name |
| Complaints | Select an existing complaint from the drop down options or select Add to add a new one. |
| Treatment Plans | This option will be set to Select as it's a private patient. |
| Insurance | This is private patient the setting will be set to "Direct". |
| Reason | Optional |
| Date | The date will be preselected |
|
Recurring |
Select Yes if booking recurring appointments. |
|
Visit Type |
Select In Clinic or one of the other options depending on what features you have enabled in your system. |
|
Clinic |
The default clinic will be selected or you can change it if necessary. |
|
Resource |
Select a Resource if you have resources enabled. |
|
Memo |
Optional |
|
Patient Reminder |
You have the option to change the appointment reminder just for this appointment. All other appointments will remain as booked. |
|
Products & Services Item # or Name |
Enter the item number or start typing text in the Name field to locate the item you are scheduling or select the GO button to get a list of items to select from. |
Step 3
Select Save