Create Appointments

Your approach to creating appointments will vary depending on the workflows used at your institution. Some institutions may create and schedule appointments at the same time using Direct Booking or the Appointment Expert, while others may need to create appointments using appointment requests or planned appointments, then schedule them later, often by a different user.

Examples:

A patient calls in to make an appointment for a broken tooth. The front desk clerk finds an available time and creates and schedules the appointment in the same step.
A patient is seen in a clinic and the provider identifies two fillings that need to be performed. The provider creates the planned treatments and indicates that an appointment is needed for these treatments but sends an appointment request to another staff member to perform the scheduling.

Important: Direct Booking and the Appointment Expert do not require you to have created an appointment already.

If working in a clinic that uses Availability mode, creating appointments requires two steps:

Providers create appointments using appointment requests.
Group managers or scheduling clerks review the request and schedule the appointment.

Example: A patient is seen in a clinic and the provider identifies two fillings that need to be performed. The provider creates the planned treatments and indicates that an appointment is needed for these treatments but sends an appointment request to a group manager to perform the scheduling.

In some cases, a request may be passed back and forth between a provider and a group manager until it is ready to be scheduled.

Example: The group manager reviews the request and sees that edits must be made. They can add notes for the provider, then send back. When the provider makes the changes they can re-submit to the group manager for scheduling.

Depending on your scheduling mode, you can create an appointment using any of the following methods: