Adding and Editing Appointments

Version 14.19

About Adding and Editing Appointment

Path: Clinical, Practice Management or Billing tab > Schedule button > Calendar radio button > Double-click an appointment slot

The Add/Edit Appointment window is displayed when you double-click an appointment slot. Create or modify an appointment in this window.

Adding and Editing Appointment Map

Number

Section

Description

1

Appointment panel

The Appointment Information panel is where the appointment can be created or modified. Set the appointment duration, type, location, and provider in this field group. 

2

Visit panel

The Visit panel follows the patient through the current visit. Payment can be applied in this panel.

3

Information panel

The Information panel contains basic demographic information, previous visit status, and required/recommended immunizations. Basic account information resides below the immunization information. Insurance and balance information can also be found in this panel. The insurance can be validated in this window.

4

Save and Cancel Buttons

Save or cancel the new information entered in the Add / Edit Appointment window.

Version 14.10

About Adding and Editing an Appointment

Path: Smart Toolbar > Schedule button Double-click an Appointment slot

The Add / Edit Appointment window is displayed when you double-click an appointment slot. Create or modify an appointment in this window.

Adding and Editing Appointment Map

Number

Section

Description

1

Appointment panel

The Appointment Information panel is where the appointment can be created or modified. Set the appointment duration, type, location, and provider in this field group. 

2

Visit panel

The Visit panel follows the patient through the current visit. Payment can be applied in this panel.

3

Information panel

The Information panel contains basic demographic information, previous visit status, and required/recommended immunizations. Basic account information resides below the immunization information. Insurance and balance information can also be found in this panel. The insurance can be validated in this window.

4

Save and Cancel Buttons

Save or cancel the new information entered in the Add / Edit Appointment window.

Version 14.8

About Adding and Editing an Appointment

Path: Smart Toolbar > Schedule button Double-click on Appointment slot

The Add / Edit Appointment window is displayed when you double-click an appointment slot. Create or modify an appointment in this window.

Adding and Editing an Appointment Map

Number

Section

Description

1

Appointment panel

The Appointment Information panel is where the appointment can be created or modified. Set the appointment duration, type, location, and provider in this field group. 

2

Visit panel

The Visit panel follows the patient through the current visit. Payment can be applied in this panel.

3

Information panel

The Information panel contains basic demographic information, previous visit status, and required/recommended immunizations. Basic account information resides below the immunization information. Insurance and balance information can also be found in this panel. The insurance can be validated in this window.

4

Save and Cancel Buttons

Save or cancel the new information entered in the Add / Edit Appointment window.