Making an Appointment on the Schedule

Version 14.10

Path: Smart Toolbar > Schedule button > Calendar tab

Overview

This page will instruct you on making an appointment on the schedule.


If you are making an appointment for a new patient who has not been registered yet, you must register the patient first before an appointment can be made. Follow these steps: Registering a New Patient.

Making an Appointment

  1. Click on a time Slot. 

  1. Double-click on the time Slot to add an appointment. 


  1. Find the patient using the Search box  .
  2. Enter the Appointment Reason: The patient's chief complaint.  This list is populated based on the Template Name of all Symptom Templates and Well Visit Templates that are available in OP. 
  3. Enter the Appointment Type: What type of visit is this (sick, well, recheck, etc)? The appointment type must be selected in order for the patient to appear on the tracking screen.
  4. Click the Save button at the bottom of the Add/ Edit appointment screen.

   Schedule and Practice Workflow: Add/Edit Appointment

Version 14.9
Path: Smart Toolbar > Schedule button > Calendar tab

Overview

This page will instruct you on making an appointment on the schedule.


If you are making an appointment for a new patient who has not been registered yet, you must register the patient first before an appointment can be made. Follow these steps: Registering a New Patient.

Making an Appointment

  1. Click on a time Slot. 

  1. Double-click on the time Slot to add an appointment. 


  1. Find the patient using the Search box  .
  2. Enter the Appointment Reason: The patient's chief complaint.  This list is populated based on the Template Name of all Symptom Templates and Well Visit Templates that are available in OP. 
  3. Enter the Appointment Type: What type of visit is this (sick, well, recheck, etc)? The appointment type must be selected in order for the patient to appear on the tracking screen.
  4. Click the Save button at the bottom of the Add/ Edit appointment screen.

   Schedule and Practice Workflow: Add/Edit Appointment