Appointments

Add/Edit/Remove Provider Schedule
Video Instructions: Step Instructions: 1.  From the Appointments Book screen  Setup>>Providers Weekly Schedule. 2.  Choose the pr...
Thu, 27 Sep, 2018 at 10:05 AM
Add/Edit/Delete an Appointment
Add or edit an appointment 1.  Highlight a blank spot in the appointment book and click Add or click an existing appointment and click Edit.  Altern...
Thu, 27 Sep, 2018 at 10:32 AM
Appointment Statuses
You should progress the status of an appointment to reflect the current action/activity required. This can be done by highlighting an appointment and clicki...
Tue, 4 Jul, 2017 at 4:25 PM
Next Appointment
About Definition A 'next appointment' is the next future appointment for a patient. To determine which appointment is the next appointment we...
Mon, 13 Aug, 2018 at 3:08 PM
Review Patient Appointments - Find Appointments for Patient
1.  Highlight a patient appointment and click Search to bring up the appointment search. 2.  The current patient will already be selected (you c...
Fri, 4 Aug, 2017 at 12:24 PM
Known As Instead Of Firstname
When creating appointments if you would prefer to show the 'known as' name in the appointment book,  tick Appointment Book >> Setup Menu...
Thu, 3 Aug, 2017 at 12:13 PM
Double Booking - Split Appointments
1.  From the Appointments Book screen  Setup>>Providers Weekly Schedule. 2.  Choose the provider you want from the drop-down list. 3. Sele...
Fri, 4 Aug, 2017 at 9:08 AM
Show Next/Previous Week
By default you can use the arrows located at the top-left of appointment book to show the next/previous day.  You can also enable some extra buttons to ...
Thu, 24 Aug, 2017 at 9:39 AM
Provider Sort Order
You can specify the order in which Providers appear on the appointments page. From the Appointments screen got to Setup >> Provider Sort Order Y...
Tue, 19 Sep, 2017 at 12:25 PM
Provider Schedule Color
 You can assign a color to a particular Provider's appointment schedule, including assigning different colors for different Locations. This is an opti...
Thu, 27 Sep, 2018 at 10:05 AM