Important Content Update Message
We are currently updating the OP Help Center content for the release of OP 20. We appreciate your patience as we continue to update all of our content. To locate the version of your software, navigate to: Help tab > About.

Making an Appointment on the Schedule

Version 14.19

Path: Clinical, Practice Management, or Billing tab > Schedule button

Overview

In this article you will learn how to make an appointment on the schedule.

Note: If you are making an appointment for a new patient who has not been registered, you must register the patient first before an appointment can be made. Follow the steps in Registering a New Patient to complete that task.

Making an Appointment

  1. Access the Calendar Schedule by following one of the paths above.
  2. Double-click on the time Slot to add an appointment. The Add/Edit Appointment window appears.

  1. Find the patient using the Search box  .
  2. Select an Appt Reason from the drop-down menu.
  3. Select an Appt type from the drop-down menu.
  4. Click the Save button at the bottom of the Add/Edit Appointment window.

Note

  • The selections that are displayed in the Appt reason list are based upon your visibility level and the template visibility level. Well Visit templates are available to view by all users.
  • The Appt type: may populate if the selected template contains a default. The appointment type must be selected for the visit to be displayed on the Tracking window.

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