Version 21.1
 This window map article points out some of the important aspects of the window you're working with in OP but is not intended to be instructional. To learn about topics related to using this window, see the Related Articles section at the bottom of this page. |
About Add/Edit Appointment
Path: Clinical, Practice Management or Billing tab > Schedule button > Calendar radio button > Double-click an appointment slot or click Add button
The Add/Edit Appointment window is displayed when you double-click an appointment slot or click the Add button in the Calendar Schedule window. Appointments are created or modified in this window.
Add/Edit Appointment Map
Number | Section | Description |
| 1 | Patient Info Header | The Patient Info Header displays the patient's Sex, Date of Birth, Age on Appointment Date, and Patient Number. The header is a read-only panel that displays information from the Basic Info section of the Patient Chart. Expand the Appointment Patient Banner  to view additional demographic information. |
2 | 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. The previous visit status, Portal account status, and PCP information can also be found here. |
3 | Visit panel | The Visit panel follows the patient through the current visit. Payment can be applied in this panel. |
4 | Information panel | The Information panel contains required/recommended immunizations, Billing, and Miscellaneous notes if any. Insurance and balance information can also be found in this panel. The insurance verification PCP will be listed here and insurance can be validated in this window. |
5 | Save, Save + Chart, and Cancel Buttons | Save or cancel the new information entered in the Add / Edit Appointment window. Save + Chart will save the new information entered, and automatically bring up that patient's chart on the Basic Information window. |
Version 21.0
This window map article points out some of the important aspects of the window you're working with in OP but is not intended to be instructional. To learn about topics related to using this window, see the Related Articles section at the bottom of this page. |
About Add/Edit Appointment
Path: Clinical, Practice Management or Billing tab > Schedule button > Calendar radio button > Double-click an appointment slot or click Add button
The Add/Edit Appointment window is displayed when you double-click an appointment slot or click the Add button in the Calendar Schedule window. Appointments are created or modified in this window.
Add/Edit Appointment Map
Number | Section | Description |
| 1 | Patient Info Header | The Patient Info Header displays the patient's Sex, Date of Birth, Age on Appointment Date, and Patient Number. The header is a read-only panel that displays information from the Basic Info section of the Patient Chart. |
2 | 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. The previous visit status, Portal account status, and PCP information can also be found here. |
3 | Visit panel | The Visit panel follows the patient through the current visit. Payment can be applied in this panel. |
4 | Information panel | The Information panel contains required/recommended immunizations, Billing, and Miscellaneous notes if any. Insurance and balance information can also be found in this panel. The insurance verification PCP will be listed here and insurance can be validated in this window. |
5 | Save and Cancel Buttons | Save or cancel the new information entered in the Add / Edit Appointment window. |
