SCHEDULING
Scheduling an Appointment for Existing Patient
Right click on the Scheduling screen to bring up the box to schedule an appointment.
Click on New Appointment
Use the Patient box to search for the patient.
When the patient name comes up, click on it.
The date is on today's date. Either put the cursor in the box and hit the plus (+) key to move forward or click on the calendar to jump to a different day more quickly.
Select the time, duration, reason, etc. of the appointment. Note: A new reason can be created by typing it in.
In the Note section, add relevant information that needs to print on the schedule.
Click OK to save.
Edit Appointment
Double click the appointment to be changed.
Make any changes.
Click OK to save the changes.
Cancel Appointment
Double click on the appointment to be cancelled.
Click the drop down arrow in the status box and click the red X.
Click the drop down arrow again and choose Cancel.
Click OK to save.
Entering a New Patient from Scheduler
Right click on the Scheduling screen to bring up the box to schedule an appointment.
Click on New Appointment
Click on the blue Add New Patient
IN ALL CAPS, type the last name and first name of the patient. Go ahead and ask for the date of birth, address, and phone number. The phone number will then be available to confirm the appointment. Click OK. This creates an account number.
