How to Schedule a New Appointment

 

 

1. Open Schedule

   • Click Schedule in the left sidebar.

2. Create the appointment

   • Select New Event (upper-right) or drag on the calendar.

   • Choose Appointment as the event type.

3. Select the patient

   • Search for and pick the patient.

   • Click More Patient Information to view demographics if needed.

   • Insurance and diagnosis codes auto-populate.

4. Set details

   • Adjust date, time, place of service, and room.

   • Optional: toggle Make Event Recurrent and choose days or months.

   • Pick the service to be delivered.

5. Save

   • Click Save. The appointment appears on the calendar with its status color.

   
   

    

Manage the appointment

If you want to make changes to the existing appointment, here are the steps:

1. • Click the appointment to:

     • View all details.

     • Attach or request documentation.

     • Edit (pencil) or Delete (trash can).

     • Follow Up (calendar icon).

     • Update Status (Show, No-Show, Canceled, Canceled Late).

Filter & view options

the filter and view options allow the user to further customize what they see on the appointment screen.

1. 

   • Left panel filters: Status, Provider, Documentation Status, Patient, Service, Room.

   • Toggle Show My Patients Only for your caseload.

   • Switch between Day, Week, Month, or Provider views; navigate dates with the arrow controls.

Suggested FAQs

1. How do I make an appointment recur weekly or monthly?

2. Can I change the appointment color codes?

3. Where do automatically populated diagnosis codes come from?

4. How do I attach documents to an existing appointment?

5. What does the “Show My Patients Only” toggle do?