Actions from the Scheduler

Create a claim from the Scheduler

After the patient has been seen you can create a claim right from within the appointment scheduler. Creating claims from the scheduler will use the appointment resources as the billing provider on a claim.  Follow the steps below to create a claim from an appointment: 

  1. Select Appointments > Scheduler.

  2. Find your appointment on the calendar.

  3. Right-click on the appointment you would like to create a claim for and select Create Professional Claim for visit or Create Institutional Claim for visit


You can also view previous or open claim records by right-clicking on the appointment and selecting one of the following:

  1. Find Claim For Visit: Select this option to open claims created for the selected visit.

  2. Find Claims For Patient: Select this option to open all claims for this patient.

Enter patient payments in the Scheduler

Post patient payments or print receipts directly from the scheduler section. In Application Credit Card Processing also available from the scheduler.   

Who can use this feature?

Users with the Patient Payments permission can post patient payments from the scheduler.


  1. Select Appointments > Scheduler.

  2. Click on the Search for appointments by patient or comment field and type in the patient’s name. Or click on the Advanced Search field and use the filters to narrow down your search.

  3. Once the appointments are displayed, right-click on the appointment and select Edit Appointment or click on the appointment and select the Edit button. 

  4. Click Payment next to the Patient tab from within the appointment.

  5. Enter the Payment information. Or place a check in the Specify separate copay and payment amount checkbox to post an amount as a "payment" and an amount as a "copay" at the same time.

    All payments posted in the appointment section post as account credits. Please reference our Post Patient Payment Help Article for steps on how to post patient payments.

  6. Optional: Place a check in the Print Receipt checkbox to print a patient receipt.

  7. Click Save.

Print your Schedule

Appointments in statuses that have been selected as inactive or deleted, such as the default statuses "No Show" or "Canceled" are not printed. Follow the steps below to print your schedule.

  1. Select Appointments > Scheduler.

  2. Click the Print button and select whether to print the Daily or Weekly Schedule

  3. Make your selections (e.g., Department, Resources, Providers, Facilities, etc.) then click Print again. 

Print a Superbill for an Appointment

Follow the steps below to print a Superbill for a specific appointment.

  1. Select Appointments > Scheduler.

  2. Locate the appointment on the calendar.

  3. Right-click on the appointment and select Print Superbill.

  4. Select the Superbill from the list.

  5. Print the Superbill.

Print a Label for an Appointment

Follow the steps below to print a Label for a specific appointment.

  1. Select Appointments > Scheduler.

  2. Locate the appointment on the calendar.

  3. Right-click on the appointment and select Print Label.

  4. Select the Label from the list.

  5. Print the Label.