Steps to Schedule an Appointment
Open the Appointment Scheduler
Navigate to the Appointments section from the main menu.
Click on the + New Activity button at the top-right corner of the page.
Select the Appointment Option
In the pop-up window, ensure the Appointment tab is selected.
Enter Appointment Details
Date and Time: Choose the appointment start date and time.
Appointment Type: Select the type (e.g., Initial, Follow-Up, or any custom types you’ve created).
Appointment Duration: The duration will populate automatically based on the type selected. Adjust if necessary.
Repeating Appointments: Toggle this option if the appointment needs to be repeated periodically.
Patient Selection: Use the dropdown menu to select the patient.
Appointment Location: Choose between In-Person or Virtual.
Notes (Optional): Add any relevant notes for the patient.
Save the Appointment
Once all details are filled in, click the Save button to finalize the appointment.
Patient Notification
The patient will automatically receive a notification and a calendar invite with the appointment details.