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4.12.3 Creating an Appointment from the Short Call List

  1. Choose a date for the appointment by clicking a date on the calendar in the Scheduling Bar on the right of the Schedule Dashboard.
  2. Double-click an appointment time below the resource or provider in the Schedule Dashboard.
  3. In the Create Appointment dialog box, click Select from Short Call List.
  4. In the Short Call List Results box, click the Select Record (checkmark) icon under the Action column beside the desired appointment in the list.
  5. In the “what would you like to do” pop-up window, click the action you would like to take once the appointment has been made.
  6. In the Create Appointment dialog box, review the appointment details and click Save & Close.