SCHEDULE - Appointment / Practice

Notes:

• Appointments can be scheduled from the "Patient Dashboard" or through the "Calendar".
• To add multiple services to an appointment, press and hold the CTRL key to select multiple Services.

When scheduling Patient appointments, you have 2 OPTIONS to consider:

OPTION #1 - Scheduling from the "Calendar"

1. Select the “Calendar” area in the green, left-hand side menu.
2. This takes you to the “Calendar” page.
3. Select the desired grey "Time Slot / Day".
4. This opens a "Scheduling" modal.
5. Select the "Select a Patient" button, and locate the Patient using the search bar or manual scrolling.
6. The Patient's name fills the "Patients" input box and is highlighted blue.
7. Verify the appointment "Time" is correct and select the "Services" to be performed.
8. The end "Time" may adjust based on the selected Service(s) preset duration.
9. The "Price" adjusts depending on the price of each selected Service.
10. Select the green "Schedule" button to schedule the appointment.

OPTION #2 - Scheduling from the "Patients Dashboard"

1. Select the “Patients” area in the green, left-hand side menu.
2. Select the desired Patient from the "Patient List".
3. Select the "Appointments" tab at the top of the "Patient Dashboard".
4. This opens the "Appointments" section.
5. Select the blue "Schedule" button at the top right of the "Appointments" section.
6. This opens the "Schedule Patient Appointment" page.
7. Choose the correct Date and start Time by selecting the corresponding input boxes.
8. Select the "Room" and the "Service(s)" to be performed.
9. The end "Time" is auto-populated based on the selected Service(s) preset duration.
10. The "Price" adjusts depending on the set price of each selected Service.
11. Select the blue "Save" button at the bottom of the page to schedule the Appointment.
12. This opens the "Calendar" page where you can see your newly created Appointment.