Visit Profile Setup

1. Click Schedule > Appointment Profiles.
2. Create predefined appointment profiles for common appointment types like Walk-in & Telehealth.

3. To add a new profile, click the Add New Profile button and enter details like:

• Name
• Reason for Visit
• Appointment Duration
• Billing Profile
• Payment Profile (Cash or Insurance)
• Profile Color, and click Save.

4. Hover on the Appointment profile card to view the options to edit and delete the profile.
5. Click on the “Edit” button to open the “Edit Appointment Profile” popup, change the details and click on the “Save” button.

6. To delete the appointment profile, click on the “Delete” icon.