This article will cover how to create and edit appointments.

2. Click on Scheduler on the top left of the screen.

You can choose day/week but for this tutorial we will choose week.

Workspace with a 'Scheduler' button labeled with an arrow

Scheduling Appointments 1

Practitioner spreadsheet with available timeslots marked in various colors.

Scheduling Appointments 2

You can see the name of the practitioner you’re wanting to book with at the top of the column, as well as time increments at the left of that column.

1. Double click on the empty space to the right of the desired time to bring up the appointment booking pop-up window.

Appointment scheduling window, displaying how to search for a patient.

Scheduling Appointments 3

3. Choose patient from the list of patients that comes up.

Appointment scheduling window, detailing patients who may or may not be deceased.

Scheduling Appointments 4

1. Fill out the relevant fields on the appointment booking window.

You can set the appointment type, duration, as well as add in a note. When you are done, click the green 

Appointment scheduling window with dropdowns labeled 'Type, Duration, and Appointment Notes/Chief Complaint' marked with arrows, and a Save button circled in red.

Scheduling Appointments 5

2. The booked appointment will appear on the scheduler.

Appointment details can be viewed by hovering over the appointment.

Practitioner spreadsheet with a patient's details expanded.

Scheduling Appointments 6

1. From the Schedule, double click on an appointment to edit it.

You can change the status by clicking and choosing from the drop-down menu.

Appointment scheduling window, with a dropdown labeled 'Status: Booked' highlighted in red.

Scheduling Appointments 7

You can also edit the appointment for privacy, as well as check off the 

Appointment scheduling window with toggles labeled 'Mark as private' and 'Patient Confirmed Appointment' labeled with red arrows.

Scheduling Appointments 9

 button when you make changes to an appointment.

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