Creating A New Appointment

There are three ways to create a new appointment from the schedule:

1. Click the New Appointment option in the upper right-hand corner.

2. Filter the calendar for "Day," double-click on the schedule at the time you would like to create an appointment.

3. Filter the calendar for "Week," double-click on the schedule at the time you would like to create an appointment.

 In the New Appointment card (shown below) start typing the patient's name into the top field. If it is an existing patient, choose from the drop down. Or click "Create New Patient." Then select Clinic, Provider, Chief Complaint, time, referring physician, resources, prior authorization, and add an appointment note or billing note if needed. 

Once you are done, click Save in the bottom right-hand corner.