Creation Date: August 8, 2023
Created By: Danielle Standage
1. Click on Schedule
2. Click directly onto the provider's calendar at the time you'd like to book the appointment.
3. You can create a patient appointment, or select other to add a time block to the schedule
4. Search for the patient by first name, last name, or both
5. Ensure the correct location is selected. The location can be changed with the drop down arrow.
6. Select the applicable service. You can search services by typing into the field or choosing from the list.
7. To add an additional service, select add service to appointment.
The process of selecting service is the same as the previous step
8. Notes for the appointment can be typed in the appointment note section
9. When all of the details have been added, click Create
10. If a deposit or hold is required for the appointment, you will be prompted to enter in the billing details.
Clicking override deposit will take you past this step, not capturing any payment.
11. Appointments can also be created by clicking New Event
12. Search for the applicable patient
13. Select the applicable service
14. Search for the provider you'd like to book with. Providers can be searched by name, or selected within the dropdown list
Note: only providers eligible to perform the selected service can be chosen
15. Click on Change date to select the day and time of the appointment
16. A date/time can be entered manually, or a suggested time can be selected based on provider availability
17. Click on Create to save the appointment
18. If applicable, you will be prompted for a credit card authorization for any deposits/holds. Clicking override hold will bypass this step.
