Schedule Appointments

Updated: Jun 18, 2025

Description

This interactive demo walks you through the Calendar and how to schedule appointments.

Steps

You can schedule appointments in the Calendar.

Select Schedule > Calendar.

Filter your view by selecting one of the options on the top right. A best practice is to work out of the Exam Rooms view if you have multiple exam rooms. Select Doctor if you have multiple providers in your office. Let's select Exam Rooms.

There are two ways to create an appointment. The first way is to select Event to open the Schedule Appointment window.

You must select a date and a time. Alternatively, you can create an appointment from within the calendar, so let's close this window and do that.

Let's create a follow-up appointment for 1:00 PM for 30 minutes in exam room 2. Select the 1:00 slot and then drag for the duration of the appointment.

The Schedule Appointment window opens. The date, time, and duration are already filled in. Enter the patient's name. You can enter the reason for the visit, which adds it to the Chief Complaint box in the clinical note; otherwise, leave it blank for the provider to enter in the clinical note during the visit.

You can select the office and the appointment profile.

If this is a recurring appointment, select the Recurring Appointment checkbox and complete the details. If this patient must return every 4 weeks, enter 4 and either the last appointment date or select the Never ends checkbox if this patient will return until their condition improves.

An appointment is required to complete a clinical note or charge the patient for their visit. Select Save to go to another tab.

After you've saved the appointment, you can select View Clinical Note to open the clinical note.

Let's select the Billing tab.

You can enter patient payments.

Let's save and close this appointment.

Let's schedule a new patient appointment at 3:00 PM for 45 minutes in exam room 2. Select the 3:00 slot and then drag for the duration of the appointment.

Select the New Patient checkbox for the appointment type.

Enter the patient's information and then select Add to create a new chart.

Select the New Patient Visit appointment profile. New Patient Visit automatically fills in the Reason box.

Select Save & Close when you're done with this window.

Enjoyed the guided demo?

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