Several methods are available for scheduling appointments for new patients.


Option #1

  • On the Appointment screen, ensure that the provider who wishes to schedule an appointment is selected by clicking the Provider button.
    • Note: If a provider is not listed, verify the 'Accepts Appointments' settings in the provider's 'Staff & Providers' screen.
  • Select the appointment date.
  • Double-click on the appointment time to make changes.

           

  • The Appointment Detail screen, will be displayed:


  • Write the patient's name, last name, record number, SSN, contract number, or phone number.


  • Once you have typed the patient's name, select the "New Patient" box. 


  • Select the appointment type in the Type field.

    • Note: To adjust the settings in this section, navigate to Appointment / Settings and click on the Appt Types button. After adding an option, be sure to exit the Appointment screen and reopen it to see the newly selected option.

  •  Select the appointment date.


  • In the Appointment Detail screen, identify the patient's location to monitor the duration of their stay in each observation room.
    • Note: To configure the options in this section, go to Appointment/Settings and press the Rooms button. Once an option is added, remember to exit the Appointment screen and open it again to display the selected option.
  • Enter the patient's mobile number. 


  • To upgrade your health plan card, click on the Zoom Insurance Plan button.


  • The patient's health plan card image will be displayed.


  • Write a note related to the patient's appointment in the Appointments Notes section. (This note is visible only on the Appointments screen.)  

  • Similarly, you may compose a note pertaining to the patient. (This note is visible from the Patient Details screen.)

  • To save the appointment and exit the screen, click the "Save & Close" button.


Option #2

  • Go to the Appointments screen.
  • Note: If you are not the provider on the screen, for whom the patient's appointment will be created, click on the View Resources button, located at the top of the screen and select the Providers tab and then select the provider(s).
  • Note: If any provider does not appear in the list, you must check the Accepts Appointments option, on the Staff & Providers screen, of that provider.
  • Select the appointment date.
  • Select the appointment time and click the right mouse button on it.
  • Select the New Appointment option.
  • You can also double-tap on the appointment time, or press Ctrl+N on your keyboard.


  • The following screen will be displayed:


  • Enter the name of the new patient.


  • Once you have typed the patient's name, select the "New Patient" box.


  • Select the appointment type in the Type field.

  • Note: To configure the options in this section, you will need to go to Appointment / Settings and press the button of Appt. Types. Once you add the option, you will need to exit the Appointments screen and enter again, for the new option to be displayed.

  • If necessary, change the date.


  • On the Appointment Detail screen, identify the patient's location. This allows us to verify the time that the patient spent in each evaluation room.
  • Note: To configure the options in this section, you will need to go to Appointments/Settings and press the Rooms button. Once you add the option, you must exit the Appointments screen and enter again so that the new option appears.
  • Enter the patient's phone number.


  • To upgrade your health plan card, press the Zoom Insurance Plan button.


  • The image of the patient's health plan card will be displayed.

  • Write a note related to the patient's appointment in the Appointments Notes section. (This note is only visible on the Appointments screen.) 

  • In the same way, you can write a note related to the patient. (You can see this note from the Patient Details screen.)

  • Click on the "Save & Close" button to save the appointment and close the screen.



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