Appointment Actions

1. Open the Schedule Appointment window:
   1. Tap New Appointment in the main application window.
   2. Press and hold a blank area in the schedule.
2. Tap to select information for the appointment including date and time, patient, provider and room.
   • Tap Schedule to view the schedule for the provider you selected.
   • Tap New Patient to open the New Patient window and create a new patient record.
   • Tap Split Across Rooms to open the Split Room Appointment window and choose multiple rooms for the appointment.
3. Tap Create Appt.

Tap an appointment in the schedule view in the main application window. The software will open a dialog window with limited appointment information. Tap Edit.

 The software will open the Edit Appointment window.

• Update appointment: Tap to change the appointment information. Tap Update Appt.
• Reschedule appointment: Tap to select a new date and time. Tap Reschedule Appt.
• Cancel appointment: Tap Cancel Appt. Tap to select a reason canceling and tap Ok.
• Delete appointment: Tap Delete Appt.
• I M P O R T A N T    
  Deleting the appointment will completely and permanently delete the appointment record from your system and the appointment will not be counted as a scheduled, canceled, rescheduled or other type of visit.