Appointments
Appointments

See a glimpse of your patient appointment

See a glimpse of your patient appointment

In this section, we will walk you through the Appointments Menu functionality and features.

Calendar View

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When you open Appointment menu, you will see calendar view containing the summary of your patient’s appointment. You can click on the appointment card to see the details of the appointment with the appointment notes and the Doctor assigned to it.

To navigate around the calendar, you can use the next and previous arrow button on the top left corner of the calendar to switch between day or year. You can also toggle the view of the calendar to show appointment in daily, weekly, or monthly view using buttons in top right corner of the calendar.

Create New Appointment

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You can create new appointment through multiple ways. The simplest option is by clicking on Create New button on the top right corner of the page. You will need to fill in detail of the appointment such as, patient’s name, patient’s preferred contact method, appointment date and time, appointment issue and notes, also assign the doctor to that appointment. You can include description of a lab work that is needed for particular appointment if there is any to make sure every appointment is well prepared. There is also appointment status on each card to show whether the patient is still not reminded yet, or is already in the waiting room. The default appointment status is “To be confirmed” so that the staff can remind the patient before their appointment scheduled date.

Newly created appointment is linked with Pipeline to automatically create new card as well for easier monitoring. To check more details about the pipeline you can go to <Pipeline link>

Edit Appointment

To make changes on the scheduled appointment if the patient need to reschedule or add some details to note, you can click on the appointment card and click on the Edit Icon in the card.

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Just change what needs to be changed, or add some more information to the appointment. When you finish editing the appointment, click on Edit button at the end and the appointment will be updated right away!

Delete an Appointment

If your patient cancel their appointment, you can delete their scheduled appointment to free up the schedule. To remove an appointment, you can click on the appointment card and click on the Delete Icon in the card.

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Deleting an appointment will also remove a card in Pipeline in the In Appointment section.

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.

AppointmentsAppointments

Calendar View

Create New Appointment

Edit Appointment

Delete an Appointment

Appointments
Appointments