Appointments can only be scheduled for existing patients. If the patient doesn’t exist, see Create a New Patient for instructions on how to create a patient. Once the patient is created, you can then schedule the appointment.
Follow the steps below to schedule an appointment with an existing patient.
Click on the Scheduler icon.
Select the icon and then select New Appointment.
When the window opens, click Select a patient.
Next, enter the patient's name and then click Search.
Select the patient's name and click Done.
Enter the appointment details such as the date & time, appointment type, resource, office, facility, frequency, chief complaint, and any comments.
Once the appointment details are set, click Save.