Recording and Managing Appointments

This guide walks you through viewing all patient’s appointments and how to add a new appointment.

Before you start

You’ll need to have a patient chart open. The appointemnts table lives under the Clinical section of the Chart Navigation.

View all appointments

The appointments table shows all appointments for a patient. By default newest appointments are sorted on top.

Create an appointment

1. Click on Add appointment
2. The appointment modal will be the same as the when you add an appointment from the Schedule.
3. Enter in the facility and visit type.
4. Click on Find availability to find available slots.
5. Select an available slot and Schedule the appointment.