7 - Appointments

Prep Required

Gather these items before starting

- Appointment Types
      * Physicals, New Patient, Follow up  

- Schedule for each Calendar

      * Location/Physician Combo

1- Add Appointment Types

Step by Step Guide

2- Choose Calendar

Step by Step Guide

3- Update schedule for Calendar

Step by Step Guide

4- Activate and Save Calendar

Step by Step Guide

• Related Articles

• View an Appointment Request Submission

  1. Navigate to the Patient Submission 2. Go to Appointments 3. Select View Appointment  - User can view the submission details

• Delete an Appointment Request Submission

  1. Navigate to the Patient Submission 2. Go to Appointments 3. From the Action Colum select the Delete Button in the dropdown. 4. Click the Send button at the bottom of the dialogue box.  Appointment request will be Deleted 

• Manage Appointment Availability Schedule

  1. Navigate to the Patient Submission 2. Go to Appointments 3. From the Admin Icon select Settings 4. Navigate to the Availability Table - Available column toggle active or inactive if practice has availability those days.  - Set Start and End time ...

• Add Appointment Types

  1. Navigate to the Patient Submission 2. Go to Appointments 3. From the Admin Icon select Settings 4. Scroll down to the Appointment Types Section 5. Enter all applicable information.  Interval in Minutes will allow you to customize time intervals ...

• Update an Appointment Request Submission

  Only Pending Appointment Requests can be updated  1. Navigate to the Patient Submission 2. Go to Appointments 3. From the Action Colum select the Update Button in the dropdown. 4. Update the appointment request on the dialogue box 5. Click the Save ...