Creating Appointments

Creating an Appointment from the Check-In (Today) Page

1. • Click + New Appointments.
   • Select the patient in the Patient dropdown box or use the + button next to it to create a new patient.
   • Choose the Appointment Type.

Creating an Appointment from the Patients Page

1. • Select a patient from the table, and to the right of that patient, click the calendar icon to create the appointment.
     • Use the search options or the table to find the patient.
     • Click the calendar icon next to the patient’s name.
   • Choose the Appointment Type.

1. Add Comments (Optional)

• Enter any comments for the doctor or nurse.

• Comments appear on the Appointment Card on the Check-In (Today) page.

• Front desk staff can use comments to alert medical staff about patient issues.

• If vital signs are taken, they can be entered here for the medical professional to record in the consultation note.

Patient Comments

• Patients can add comments through their portal if they created the appointment.

• These comments will appear in the comments section of the appointment.

2. Appointment Location

• Select the appointment location.

• This option is available only for clinics with multiple locations.

3. Assign a Medical Professional

• If You Are a Medical Professional:

  • You are automatically added to the appointment.

  • To add another professional, select them from the list (filtering by department or type is optional).

  • Click + to add them.

  • If you are creating the appointment for someone else, you may remove yourself.

  • Once selected, you can:

    • Adjust the appointment duration, date, and time.

    • Remove professionals from the list.

• If You Are an Administrative User:

  • Select the medical professional from the list (filtering is optional).

  • Click + to add them.

4. Save the Appointment

• After confirming the assigned professionals, click Save.

5. View the Calendar

• The updated calendar will display below the appointment details.

• Recurring appointments are marked with a semicircle arrow icon.

6. Repeat Appointments (Optional)

• To create a recurring appointment:

  • Check the Repeat appointment box.

  • In the dropdown, choose the repeat frequency.

  • Set an End Date for when the recurring series should stop.

From the Scheduler Page

• • Select the Medical Professional from the dropdown menu.
  • Click the desired date on the calendar using the Week or Month grid view.
  • A pop-up will appear where you can enter the
    • Patient
    • Appointment Type
    • Time
    • Duration
    • Comments (Optional)
  • Click Create to finalize the appointment.
  • The new appointment will now appear on the calendar.

From the Professionals Page

• • For Administrative Users:
    • Click the eye icon to the right of the user for whom you are creating the appointment.

1. • For Medical Professionals:
     • Click the edit icon to the right of the user for whom you are creating the appointment.
2. • This will load the Edit Professional Page with the scheduler below.
   • Select the appointment date on the calendar using the Week or Month grid view.
   • A pop-up will appear, allowing you to enter the Appointment Information.
   • Click Create to finalize the appointment.
   • The new appointment will now appear on the calendar.