https://portal.link2mdgroup.com/login

1. Enter Username and Password
2. Click the LOG IN Button

Navigate to Schedule Appointment

• Select the appropriate provider
• Select the created or existing patient (Confirm date of birth if any duplicates)
• Choose the day and time slot by clicking on the calendar

Click on the date box and select a time for this patient, in this case we will be selecting 9:00 AM

1. Add the Chief Complaint or reason for the visit in the first box
2. Select Encounter Type
3. Select the claim if applicable, if not, choose None if not sure. (a coordinator can change this)
4. Select whether it is New, Follow-up, or Transfer of Care (Not visible in this photo but will be available soon)

• New means this a first patient visit
• Follow up mean patient has been seen before and needs a continuation appointment
• Transfer of Care is similar to that of a New patient but has medical documents that need to be reviewed by a provider prior to appointment time. In this case we would need to review documentation and approval before seeing this patient. This may be a less common process you as a receptionist will use
• We currently do NOT use Final & Chart Review types at the moment, please ignore/disregard

• Drag or move the light green time slot with the hand cursor to the appropriate time slot (In this case, 9AM to 11AM
• A new appointment is typically scheduled for an hour to give time for the patient and provider (See step 6 on expanding or collapsing this duration)