Click on Scheduler 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.

To view the scheduler for a particular Provider, select the provider from the list. By default All Provider is selected which will display the scheduler for all the providers

Click on the date on the calendar for 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 8.00 AM for the Provider Morelock, click on the 8.00 am slot under Morelock.

Once clicked on the time slot on the scheduler, Patient Information screen opens in a new window



Under Name & Other Information, select the Patient. Other details will be automatically populated once the patient is selected.

Under Scheduling Options, enter the Appointment Reason. Other details in this section will be automatically populated and can be changed if required.

Click on Save after entering the required information.

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