Schedule Next Appointment

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There are two ways to quickly schedule a next appointment without opening the Scheduler.

Scheduler Icon While documenting a session, click on the calendar in the Session Information window, or while in the Patient window, select the client. Then from the Patients menu select Schedule Appointment.

 

Enter the following in the Schedule Appointment window:
 

1.Enter the Date. Click the down arrow for a Calendar.
2.Enter the Start Time and End Time. Time fields are formatted for hh:mm. Type a for am and p for pm.
3.Enter the Provider. Select a provider from the pick list if different.
4.Optionally, use the pick lists to enter the Location, Status, and Service Code.
5.Click Ok to save.
 

If there is an appointment conflict, you will be prompted to accept or to re-schedule the new appointment.

 

Note: This only works if you are using the QuicDoc Scheduler, and are not setup to schedule in QuicDoc using the Office Therapy scheduler.

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