Submitting an Appointment Request

1. Navigate to the Patient Submission

2. Go to Appointments

3.  Select the Setting icon and from the action dropdown select Live.

Note - This will take you to the "Appointment Request" form

Patients can also access this form from your website

Users can send an invite from dashboard to patients 

- Fill out the whole form

Note: All fields in red are "required" and yellow are "optional" to fill up!

Appointment Types

Appointment types can be customized from admin settings

Appointment Availability

Appointment Availability can be customized from admin settings

Submitter Information

Other Information

Patient Information

- Click Submit to submit appointment request 

Note: The information will be added to the Appointment section with "Pending" status!

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• 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 

• 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 ...

• Approve an Appointment Request Submission

  Only Pending Appointment Requests can be Approved 1. Navigate to the Patient Submission 2. Go to Appointments 3. From the Action Colum select the Approve Button in the dropdown. 4. Click the Send button at the bottom of the dialogue box.  Appointment ...

• Archive an Appointment Request Submission

  Only Approved Appointment Requests can be Archived  1. Navigate to the Patient Submission 2. Go to Appointments 3. From the Action Colum select the Archive Button in the dropdown. 4. Click the Archive button at the bottom of the dialogue box.  ...

• Submitting a Request Form Form

  1. Navigate to the Patient Submission 2. Go to Request Form 3. Select the Setting icon and from the action dropdown select Live. Note - This will take you to the "Request Form" form Patients can also access this form from your website Users can send ...