Appointments can be scheduled from three places: the patient profile, the client profile, and the appointment schedule directly.
Take a Look
Creating an Appointment
Scheduling from the Patient Profile
Navigate to the patient profile. Here, you'll be able to see a few things that can provide insight into the patient's specific needs, such as upcoming reminders, which is a benefit of scheduling from the profile directly.
After you've reviewed the patient's upcoming schedules/medical history a bit, select the + button in the Upcoming Appointment box. This will bring you to the Appointments Schedule. Once the schedule has loaded, you'll note that the patient's information is at the top of the page.
Select a slot on the schedule
By using this method, the software will prefill the client and patient in the appointment.
Select the appointment type, add appointment details in 'Reason for visit', double check time and provider, select or deselect Email & SMS appointment notifications, then click 'Save'
Scheduling from the Client Profile
Navigate to the Client Profile. Select the + button in the Upcoming Appointment box.
This will bring you to the Appointments Schedule. Once the schedule has loaded, you'll note that the client's information is at the top of the page.
Select a slot on the schedule
By using this method, the software will prefill the client in the appointment. You can select the patient/s from the drop down or add a new patient.
Select the appointment type, add appointment details in 'Reason for visit', double check time and provider, select or deselect Email & SMS appointment notifications, then click 'Save'
Add Appointment to the Schedule Directly
Navigate to the appointment schedule. Select the '+Add Appt' button or select a slot on the schedule.
Select the client and patient/s from the drop down if they already exist in your database or add a new client and/or patient.
You can also create an appointment without a client or patient applied if you want to add a placeholder for a new client until they arrive for their appointment.
Select the appointment type, add appointment details in 'Reason for visit', double check time and provider, select or deselect Email & SMS appointment notifications, then click 'Save'
Recurring Appointments
Recurring appointments can be setup directly on the appointment calendar.
Navigate to the appointment schedule. Select the '+Add Appt' button or select a slot on the schedule.
From here find the Recurring drop down and select a time frame. Recurring appointments can be made daily, weekly, bi-weekly, monthly on the fourth Monday, or annually.
Select the day/s of the week you want this appointment to recur.
Select when the recurring appointment will end by entering X amount of occurrences.
Note: there is a max number of 100 occurrences.
Once all the information is added, click 'Save'
Note: when editing a recurring appointment, you will be prompted to confirm if the changes should be changed on "This appointment", "This and future appointments", or "All appointments".
Appointment Notifications
Scheduled appointments will receive email and text (SMS) message notifications based on the Admin settings. Specific appointment types can be enabled or disabled for automatic appointment notifications. Clients can also have default settings if they wish to receive appointment notifications or not, regardless of the appointment type settings.
You can always edit the notification settings for that specific appointment using the Email and SMS toggles.
Automatic Forms
Appointment types can be linked to form templates when editing/creating Forms. This way when a new appointment is created, it will automatically email the client any corresponding forms that need to be completed before the appointment.
Note: the 'Send forms via email' toggle can be turned off on an individual appointment if needed.
