There are three ways for users to schedule appointments— each initiated from the Schedule tab.
Schedule by “New Appointment” button:
Click on the “New Appointment” button in the top right corner of the Schedule.
Schedule by time slot:
After opening the schedule, simply double-click on the desired time slot to schedule your appointment.
Schedule by treatment type:
Click the drop-down arrow next to 'New Appointment' to choose a specific treatment type to schedule. All available time slots for this treatment with each provider will then be displayed on the schedule. Select the desired time slot.
💡TIP: The treatment types displayed on the drop-down reflect those saved under Disciplines in your clinic settings.
Once you’ve opened the scheduler 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: clinician, treatment, date, start time, duration, and request info.
3) Click Save or Save & Notify to send a notification (by the patient's preferred communication method) to the patient notifying them of the scheduled appointment
💡 Pro-tips:
- For existing patients, the clinician name will auto-populate based on the clinician saved in the patient record.
- Unless you are scheduling by treatment type, the “Treatment” will populate the default treatment type selected in your scheduling preferences.
- Remember to confirm the treatment type!
- Duration will always populate based on the selected treatment type. Adjust duration as needed.
- Info (surveys) requested from the appointment panel will autopopulate into the corresponding SOAP note!