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4.3 Creating an Appointment

4.3.1 Creating an Appointment for a New Patient

Schedule bar calendar

    1. Choose a date for the appointment by clicking a date on the calendar in the Schedule Bar to 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 New Patient.
    4. In the Create Patient dialog box,  type the patient’s Last and First Name, click the patient’s Sex, type the patient’s Date of Birth, and Patient Code.
    5. To save time, add additional patient information after creating the appointment (see 4.2.1 Creating a Patient in Scheduling).
    6. Click Save & Close in the Create Patient dialog box.
    7. In the Create Appointment dialog box, type the Patient Code and press the ENTER key on your keyboard. The Search Patient dialog box will appear. Click the patient’s name in the list, and then click Select. ALTERNATIVELY: In the Create Appointment dialog box, click the search icon (magnifying glass) beside either the Patient Code or Patient Name. In the Search Patient dialog box begin typing either the Patient Code or Patient Name. Click Search, click the patient’s name in the list, and then click Select.
    8. The Appointment Date will be automatically set, but you may change the appointment date by typing a date beside Appointment Date in MM/DD/YYYY format, or else click the calendar icon beside Appointment Date and click the date on the calendar.

Create Appointment dialog box

  1. Choose an Appointment Type by clicking a type from Select a Type list.
  2. The Start Time will be automatically set to the time double-clicked in the Schedule Dashboard. The End Time will be automatically set based on which Appointment Type selected. Both Start and End Time may be changed.
  3. Depending on where you double-clicked in the schedule to create an appointment, you may see either or both a Provider or Resource auto-selected for the appointment. Select a Provider or Resource by clicking the Provider/ Resource Type then clicking the checkbox beside the name of the Provider/ Resource in the list.
  4. Click Save & Close.