Schedule

Articles

Making an Appointment on the Schedule
This page will instruct you on making an appointment on the schedule.
Copy an Appointment
This page instructs you on how to copy an appointment.
Delete an Appointment
This page instructs you on the methods of deleting an appointment from the calendar.
Locating the Next Available Time Slot
This page will instruct you on how to find the next available block of appointments. In order for this functionality to work a schedule template must be used.
Making Future Appointments
The page will instruct you on how to make future appointments for a patient.
Manually Confirming Appointments
This page will instruct you on how to manually confirming appointments.
Moving an Appointment on the Schedule
This page will instruct you on how to move an appointment.
View Appointments From Patient Tracking
This section will introduce the users to the steps required to begin an Encounter visit.
Using Flags and Alerts on the Schedule
Flags can be used on the calendar to add an alert to an appointment.
No Shows
No Shows are something that occur in most practices. Depending on the frequency of No Shows, some practices may decide to take no action, some may impose a penalty such as a fee for missed appointmen
How to Search for an Appointment
Version 14.19 Path: Clinical, Practice Management, or Billing tab > Schedule button > Calendar radio button Overview This page will instruct you on how to search for an appointment. Search For an Appointment Click the Search  b...
Pop-up Alerts
Version 14.19
Appointment Move Up Option
This article describes how to use the appointment move-up option.
Cancelling Appointments
Overview There are several different workflows that practices may choose to adopt to meet their practice need when handling cancelled appointments. In this article, you will find OP's Best Practice. Best Practice is recommended to ensure the fo...