Click on Scheduler module from the main menu and the Appointment Scheduler opens in a new window.
If you have multiple Legal Entities in the system, select the Legal Entity where the appointment needs to be scheduled
Select All Providers to view the scheduler for all the Providers for the selected legal Entity. To view the scheduler for a particular provider, select the Provider from the list.
Click on the date on which the appointment needs to be created
Click on the time slot under a provider for which the appointment need to created. For example if you want to create an appointment for 8.30 AM for the Provider Johnson, Laura, click on the 8.30 am slot under Johnson, Laura.
Once clicked on the time slot on the scheduler, Scheduler screen opens in a new window
Under Appointment For section, click on New Patient check box.
Enter Patient Name, select Gender and an Account Type.
Other details like Email, DOB can be entered from patient demographics once the patient is added to the system
Select the appointment reason. Other fields in this section are auto populated and can be changed if required.
Click on Save after entering all the required fields.