Scheduling an Appointment

1. Click “Schedule > Calendar” from the Schedule module to schedule an appointment.
2. You can select a specific time slot from the calendar or click on the “Create > Create Appointment” button in the top nav bar.

3. In the New Appointment pop-up, select an existing patient from the dropdown menu or click + Add Patient to create a new patient.

4. Select a respective “Appointment Profile”, “Walk-in Appointment Type”, and set the “Date”, “Start/End Time”.
5. Select a Location from the dropdown if you have multiple practice locations.
6. Select a specialty for which the patient’s appointment is being scheduled.
7. Select a Provider from the dropdown menu if your practice has multiple providers.
8. Select the “Status” of the appointment along with the “Exam Room” in which the service will be provided.
9. If you want to add a reason for the appointment, enter the “Reason” and click “Save” to save the appointment.

11. The scheduled appointment will be listed in the calendar based on the color assigned to the “Appointment Profile” with a “Person” icon indicating a Walk-in appointment.
12. View the appointment in Day, Week, or Month view by selecting from the dropdown.