Overview
Utilizing the schedule to book your appointments allows you to keep organized, automatically send appointment confirmations and appointment reminders to the client. Once the client and patient have shown up for their appointment, utilize the check in and check out function to tie a medical note and invoice or estimate to the appointment.
Creating an Appointment on the Schedule
Click the arrow to learn more
Click the arrow to learn more
Click on the schedule in the correct column and time that you wish to create an appointment
The first page of the form defines all of the appointment details, including the appointment type (click here for more details about appointment types), the complaint for the visit, the client and patient, and provider. If you leave the client and patient fields blank, the appointment will simply create a block on the schedule. Click "Next"
When searching for a client, the system will show additional information from the client profile such as a phone number or email to help your staff distinguish between clients with the same name.
The second page of the form allows you to confirm and edit an existing client's contact information and reminder preference. Click "Next" after you confirm this information.
The final page of the form allows you to send the client a confirmation, as well as set an appointment reminder to be sent at a later time. Click "Save" to complete the process.
A new client and / or patient profile can be created from the appointment form by clicking on the "Add Client" green link that appears in the "Clients" field, or the "Add Patient" green link that appears in the "Patients" field. When a new patient is created, it will automatically be assigned to the selected client.
Editing a Appointment
Click the arrow to learn more
Click the arrow to learn more
Click on the appointment
Click on the "edit" link at the bottom of the form
Make the desired changes and save the appointment
You can drag-and-drop appointments to automatically change the time or date of the appointment without having to click on "Edit". You can also extend or reduce the length of the appointment by dragging the bottom of the appointment block up or down.
Cancel an Appointment
Click the arrow to learn more
Click the arrow to learn more
Click on the appointment
Click on the "Cancel" link at the bottom of the form
You can select a "Reason". This is helpful to track if a client cancels frequently
Complete the cancellation form that appears and click "Save"
You can review a patient's or client's appointment history by viewing appointments in the "Appointments" tab of the patient or client profile.
To learn about how to check in and check out an appointment, click here.