Creating / Editing Appointments

  • In the Appointments tab click on the Create Appointment button, then choose the patient you wish to create an appointment for by searching for their name. You can search by patient's first name, last name, email address and cell phone number.
  • Once the patient has been selected, choose the date, time, and duration of the appointment before verifying the provider and chair (if applicable). The reason box is for internal notes only and is never displayed on a reminder text/email.
  • Also verify you would like an appointment reminder and survey email sent to the patient. Simply un-check the box if you wish to disable one or the other.
  • You now have the ability to create multiple appointments for one patient at a time, so click Create addditional appointment before clicking the blue Create appointment(s) button if you wish to do so.
  • Click on Create Appointment and the system will automatically send the appropriate correspondence to your patients at the intervals you have created in Office Settings.
  • Click into an existing appointment to edit any of the appointment information. You can change date or time, edit the reason, or choose to not send a survey to a patient. The updates you make save automatically.