Appointments

To schedule an appointment, click on Appointments > Add Appointment. Select an available appointment at a time and date that works with your schedule. Next, select a category for your appointment, for example, click Telemedicine Call if you plan to do a virtual meeting with your doctor. Once you have entered all of the information regarding your appointment, click Save Changes.

Adding an Appointment to the Calendar

To add an appointment to the calendar in our software, follow these steps:

Step 1: Select a Time Slot on the Calendar

1. Navigate to the Calendar: Click on the "Calendar" option in the left-hand menu to open the calendar view.
2. Choose a Date and Time:
   1. Single Time Slot: Click on the desired time slot on the calendar. This will open the "Edit Event" window.
   2. Extended Time Slot: Click and drag your mouse over multiple time slots to create a longer appointment. This will also open the "Edit Event" window with the selected time range pre-filled.

Step 2: Fill Out Appointment Details

In the "Edit Event" window, you need to enter the following details:

1. Category: Select the type of appointment from the dropdown menu (e.g., "Office Visit").
2. Facility: Choose the facility where the appointment will take place.
3. Patient: Click "Add" to select the patient for this appointment.
4. Start Date: Ensure the correct date is selected. Adjust if necessary.
5. Start Time: Verify the start time. Adjust if necessary.
6. Duration: Enter the duration of the appointment in minutes.
7. Title: Enter a title for the appointment.
8. Billing Facility: Choose the billing facility if different from the main facility.
9. Provider: Select the provider from the dropdown menu.
10. Status: Choose the status of the appointment (e.g., "Confirmed").
11. Room: Specify the room where the appointment will be held if applicable.
12. Additional Notes: Enter any additional notes or comments about the appointment in the provided text area.

Step 3: Save the Appointment

Once all necessary information is entered:

1. Save Changes: Click the "Save Changes" button at the bottom of the window to save the appointment to the calendar.
2. Close: If you need to cancel, click "Close" to exit without saving.

By following these steps, you can efficiently add and manage appointments in the software, ensuring all necessary information is captured and saved correctly.

If you wish to change information about your appointment, click any appointment on the list.