Create & Schedule Appointment

Based on the given provider availability before, you can click the timeslots in the calendar dashboard.

For instance, If you set “From time - To time” for the Provider like 10:00 AM to 6:00 PM, you can only schedule the appointment for the provider within the time frame.

You can not schedule an appointment before 10:00 AM or after 6:00 PM.

Now, click on the timeslots based on the provider's availability before.

Fill Appointment Details

A New appointment scheduling pop-up will appear.

Using this form, you can create and schedule appointments for the patient for the available provider. Follow the below instructions:

• Select the Patient.
• Adjust the date and time.
• Choose an appointment type: Walk-in or Telehealth.
• Select Facility Location.
• Choose a Specialty based on the facility.
• Select the Provider for the specialty.
• Set appointment recurrence: Repeat, Not Repeat, or Custom.
• Choose a Billing Facility.
• Select Appointment Profile (e.g., New Patient, Follow-Up).
• (Optional) Select Billing Profile.
• Set Appointment Status (e.g., In Room, Arrived, Complete).
• Click Save.

Now, the appointment has been scheduled for the patient you have selected.

Note: When you are selecting the Specialty, only the available no.of provider in the selected specialty will be shown. Other providers will not be shown under the selected specialty