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NeoEHR user guide
  • Pages
    • NeoEHR overview
    • Getting started
    • Onboarding
    • NeoEHR User Roles and Access Overview
    • Switch user role
    • Admin/Settings
    • Front Desk personnel
      • Role-specific features
      • Add a new patient
      • Create an appointment
      • Create and pay an invoice for an out-of-pocket patient
      • Create and pay an invoice for an insured patient
      • Edit an appointment
      • View upcoming and previous appointments for a single patient
      • View upcoming and previous appointments for all patients during a period
      • View the patient profile for an existing patient
      • Update demographic information for an existing patient
      • Update insurance information for an existing patient
      • Scan or upload paper records for a patient
      • Review paper records
      • Generate typical Front Desk/HMIS reports
    • Accountant/Cashier
      • Role-specific features
      • Search for a patient
      • Download transactions
      • Download insurance claims
      • Fund a patient's wallet
      • Create an invoice
      • Pay invoices from a patient's wallet
      • Pay invoices via bank transfer
      • Pay invoices via POS
      • View or download receipts
      • Identify insured patients on NeoEHR
      • Sort and filter payment data
      • View finance metrics on the dashboard
      • View invoice and wallet data
    • Nurses & Doctors: Clinical Inputs
    • Pharmacy module
      • Role-specific features
      • Record a sale to a walk-in customer
      • Create an invoice
      • View prescription information
      • Dispense prescribed medication
      • Print prescriptions in NeoEHR
      • Handle medications not yet supplied
      • View pharmacy product information
      • View brands of a particular generic in stock
      • Transfer products to another dispensary or outlet
      • Request supply from your central store
      • Review outlet requests for new supplies
      • Download list of outlet requests
      • Update product quantities and prices in inventory
    • Laboratory module
      • Log investigation requests for a walk-in client
      • Update pricing for laboratory tests
      • Search for a patient in the laboratory queue
      • Add a new walk-in customer as a patient
      • Sort or filter the laboratory queue
      • Record samples and view investigation results
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NeoEHR user guide
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Create an appointment
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Found in two locations: the top-right corner and in the center when there are no appointments listed.
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Click “Create appointment +” to schedule a new appointment for a registered patient.
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This interface allows you to schedule a new appointment for an existing patient by selecting a clinic, appointment type, date, and time.
Find Patient
Use the search bar at the top to find the patient by name or ID.
Ensure the patient is already registered in the system. If not, go back to add
a new patient.
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Select Clinic
Click the “Clinic” field to choose the appropriate clinic where the appointment will take place.
Use the search bar at the top to quickly find the clinic by name (e.g., “Dental”, “Glaucoma”).
Choose Appointment Type
Click on “Appointment type” under the Title field.
Select the relevant type (e.g., Walk-In, Referral, Consultation, Follow-up, Lab Test).
Set Appointment Time
Use the calendar to select the date.
Click the clock icon to adjust the time if needed.
The selected date and time will appear just above the calendar.
After entering all required details:
Click “Save & close” to save the appointment.
Or click “Create invoice” to directly generate a billing invoice alongside the appointment (if applicable).
Notes: Ensure all fields (Patient, Clinic, Appointment Type, and Time) are completed before saving.
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Access More Options
Click the Burger menu (⋮) at the far right of a patient's row.
A menu will appear with the following actions: Create appointment, Create invoice, View patient profile, View Next of Kin, Add demographic info, and Scan paper records
You can access those functions through those options.

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Visit the NeoEHR webpage
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Visit the NeoEHR webpage
Want to print your doc?
This is not the way.
Try clicking the ··· in the right corner or using a keyboard shortcut (
CtrlP
) instead.