Creating Appointments

You can create an appointment from the Appointments page or directly from a conversation with a contact.

1. Go to the Appointments page.

2. Select Create Appointment in the upper-left corner.

3. Choose whether the appointment is for an existing contact or a new contact.

   

To create an appointment for an existing contact:

1. Click the Existing Patient option.

2. Enter at least the first three letters of the contact’s name.

3. Select the correct contact from the search results.

To create an appointment for a new contact, enter the contact’s:

• First and last name

• Phone number

Complete the required appointment information, including:

• Appointment type

• Physician or practitioner

• Location

• Date

• Start time

• Appointment length

You can also add notes containing any additional information your team may need.

Choose whether to use the Default Appointment Reminder for the appointment.

To use a different reminder, select another available appointment reminder from the list.

The default reminder and any additional reminder templates can be managed through the appointment configuration settings.

Once all appointment details have been entered, save the appointment.

Checking the box below the appointment reminder drop down will allow you to send an appointment creation message to your selected patient, informing them of their new appointment.

For more information on appointment creation messages, see the following article: Appointment Creation Messages

Once you have entered your patient's information, click "Next". This will bring you to the review screen. Ensure all the data is correct, then click "Create Appointment".

You can also create an appointment directly from an existing conversation with a contact.

1. Open the contact’s conversation.

2. Select the three-dot menu in the upper-right corner.

3. Choose Create Appointment.

   

A simplified appointment creation window will open. Because the contact is already selected, you will not need to choose a contact type or search for the contact.

Enter the appointment details, select the appropriate reminder settings, and save the appointment.