Schedule and Manage Appointments as a Provider
Once a date is selected, the view will automatically switch to day.
Refer to the Legend above the calendar to differentiate between the different schedule and encounter types.
The colors may be different depending on the branding that your client has.
Click and drag along the time slots to make an appointment, notice the change in view to day once clicked on a day.
- Enter in the chief complaint and or follow up visit
- Select the type of encounter
- If this is a follow up select the appropriate claim associated with the encounter
- Select whether this is an initial, follow up, transfer of care, chart review, or final appointment
- Click on OK when finished
Click and hold the appointment slot and drag it to a different time
Click the white equal sign = on the appointment slot and drag it using left mouse click to a the appropriate time.