Add / Edit Appointment

Version 14.10

About Add / Edit Appointment

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

The Add / Edit Appointment window appears when double-clicking on the appointment slot. Create or modify an appointment in this window.

Add / Edit 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. In addition you may use the Move up option field to type appointment requests.

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

The Save and Cancel buttons save or cancel the new information entered in the Add / Edit Appointment window.

Version 14.8

About Add / Edit Appointment

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

The Add / Edit Appointment window appears when double-clicking on the appointment slot. Create or modify an appointment in this window.

Add / Edit 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

The Save and Cancel buttons save or cancel the new information entered in the Add / Edit Appointment window.