Here is how to schedule an appointment: 

1) Open the appointment panel one of three ways: 

• Double click a time slot on the schedule
• Use the New Appointment button
• Use the treatment drop-down arrow next to the New Appointment button (then, select a treatment type to show all available slots on the schedule.) 

Once you’ve opened the appointment panel using any of the methods above, follow these steps to schedule the appointment:

1) Search and select an existing patient or add a new patient using the (+) icon. 

2) Confirm appointment details: date, request info (if applicable), clinician, room (if applicable), track, treatment, start time, and duration.

A first-session patient appointment requires a clinician and a treatment type. 

3) To add a second session to the appointment (to book an additional room or treatment with another provider, for example), click the + icon under the first appointment slot. 

Then, add appointment details for the second session. 

Note: Additional appointment sessions require either a clinician or room (or both). Treatment type is also required. 

4) Click Save. (Or, click Save & Notify to send a notification to the patient notifying them of the scheduled appointment).