Creating an appointment

It's easy to create an appointment once you've found an open time range for the providers and resources you want to schedule.

  1. Double click the schedule grid at the time and under the provider or resource you want to schedule



  2. The available clinic, date, start time, and provider or resource are autofilled


    • If you see the Create Event window instead of the Create Appointment window, select Switch to Appointment in the bottom right corner of the window.

  3. Confirm the patient, appointment type, end time, and add any necessary comments
    • Appointments with comments display a  on the appointment.
  4. Confirm that the Providers and Resources table includes all of the providers or resources you want to schedule
  5. Select Save

Editing an appointment

  1. Double-click an appointment to open the Edit Appointment window

    or

    Select an appointment to view the appointment summary and then select Edit