Scheduling a New Appointment- There are two ways to schedule an appointment:
From the day view- select the day.
Double click on the time you want to schedule the appointment.
An appointment screen will appear. The Date, Time, and Zone will already be completed. Select “Patient Name,” “Appointment Type” and “Provider”.
Use the note box to attach a note to an appointment.
Check the box to ignore Soft Block.
Use the New Patient button on the appointment screen to add a new patient to the system.
Click “Save”.
OR
Click on “New Appointment” on the left side of the screen.
An appointment screen will appear. Select “Date,” “Time,” “Zone,” “Appointment Type,” “Patient’s Name” and “Provider” and click “Save.”
Use the note box to attach a note to an appointment.
Check the box to ignore Soft Block.
Use the New Patient button on the appointment screen to add a new patient to the system.
Click “Save”.