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 Scheduling an appointment
 

This tutorial is also available in swf video format. Please click here (2.1M) to download.

Step 1: Open the scheduler (when you hover over the button with your mouse pointer it will display the word "Appointments"

Step 2: Bring up the patient/client on the patient line (i.e. the first three letters of the patient's last name, comma, and the first two letters of the patient's first name). For example, to bring up our test patient Sam Sample you would type SAM, SA (the system will auto-capitalize) and press TAB on your keyboard..

Step 3: Click on the date for which you wish to schedule the appointment.

Step 4: Select the time for which you wish to schedule the appointment and click as you would normally (do not right click). A small menu will appear next to your mouse arrow. Select "Make Appointment".

Step 5: Select the appointment type, click OK, and the appointment is scheduled.

This tutorial is also available in avi video format. Please click here (17.3M) to view.

Also useful: Moving a scheduled appointment
Next lesson: Recording a co-pay at the time of service.
Skip ahead: Billing a scheduled appointment

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