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Frequently Asked Questions about Appointments
Appointments
8
How to add an appointment for a new patient?
How to add an appointment for an existing patient?
How to edit an appointment?
How to delete an appointment?
How to indicate when a patient arrives at the office?
See all 8 articles
Appointments / Appointment Details
1
How to view a patient's appointment detail?
Appointments / Send SMS
2
How to send text message to manage notifications?
How can text message templates be configured?
Appointments / Create vs Patients Details
1
Appointments / Create vs Patients Details
Appointments / View / Calendar
1
How to select a category in order to display the appointments screen?
Appointment / Billing
2
How to access the billing screen through Appointments?
How do we register patients' payments through appointments?
Appointments / Eligibility
1
How do we register patients' payments through appointments?
Appointment / Internal Referrals
1
How to create a patient's appointment through an internal referral?
Appointments / Reports
1
How to create reports of patients' appointments?
Appointments / Reports / Communication
1
How to send a reminder through an email?
Appointments / Schedule Appointments
1
How to create recurring appointments?
Appointments / Save Layout
1
How to configure the screen layout as per the user's preference?
Appointment / Workflow
2
How to access the Workflow screen from Appointment?
How to add arrived patients in the Workflow area?
Appointments / Office Directory
3
How to configure the contact in the office or facility directory?
How to edit a contact in the office or facility directory?
How to delete a contact in the directory of the office or facility?
Appointments / Alerts
3
How to see a patient's office alerts?
How to create patient's alerts from the Appointments screen?
How to view the created patient's alerts history?
Appointments / Search / Appointment Search
1
How to create a patients appointment for a specific office or provider?
Appointments / Search / Lookup
1
How to search a patient's past, present and future appointments?
Appointments / View Orders / View Orders
2
How to view and print a patient's order?
How to print the patient's orders sent the same day?
Appointments / View Orders / View Summary
1
How to see the summary of treatment summary given to the patient from the Appointments screen?
Appointments / Offices
1
How to create an appointment for a specific office?
Appointments / Providers
1
How to create an appointment for a specific provider?
Appointments / Side Panel
1
How to manage the Side Panel section?
Appointments / Search
1
How to view the patient's appointment history?
Appointments / Patients Details
1
How to create or view the patient's demographic information?
Appointments / Signatures
1
How to register the patient's signature?
Appointment / Settings / Appointment Settings
2
How to configure the office work hours?
How to configure office hours by provider?
Appointment / Settings / Holiday and Vacations
2
How to add or edit vacations and/or holidays?
How to activate or deactivate vacation days or holidays?
Appointments / Settings / Office Rooms
4
How to add an evaluation office room?
How to edit an evaluation office room?
How to deactivate an evaluation office room?
How to organize the office rooms according to the user's preferences?
Appointments / Settings / Appointment Types
3
How to add an appointment type?
How to edit an appointment type?
How to delete an appointment type?