Step 1


Click on the Appointment Calendar option under the Patients drop-down menu.

Step 2

Pick your preferred calendar view

The default is by month, but viewing by week or day is easier when setting new appointments.

Step 3

Click on an open time slot

A new dialogue will open here. You can select an existing patient to prepopulate the appointment fields or create a new patient.

*Make sure the phone field is filled out with the patient mobile number if you want them to receive text reminders or telehealth links.

Be sure to select the Provider, Location, Type, and Duration. You can also add a brief note that will only be visible on the calendar or in the waiting room.

Step 4


You created the appointment!

More Articles You May Want to Check Out:

How to Edit/Cancel Appointments

Changing Calendar Settings

Using the Waiting Room

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