How to Schedule an Appointment

 Related Training
Scheduling Appointments Recorded Class

There are several locations from which you can schedule an appointment.
Note: If the need for an appointment is urgent, see How to Find the Next Free Slot in the Schedule.

From the Schedule Day/View

To schedule an appointment from the Schedule Day/View:

1. Navigate to the preferred date in the schedule.
2. Under Actions, select Schedule an Appointment. The Patient Search feature is displayed.
3. Find and select the patient.
4. From the patient's interface, click Book Now.
5. In the Search to add procedures field, add the procedures for the appointment.
6. Click Schedule Appointment.
7. Click-and-drag the appointment from the left side of the screen to the time slot on the Schedule.
   

From the Patient Tab

To schedule an appointment from the Patient tab:

1. From the Patient tab, click Home.
2. Under Actions, select Schedule Appointment.
3. In the Search to add procedures field, add the procedures for the appointment.
4. Click Schedule Appointment.  The Schedule is displayed. 
5. Navigate to the preferred date in the schedule.
6. Click-and-drag the appointment from the left side of the screen to the time slot.

From the Location Home Page

To schedule an appointment from the Location Home page:

1. From the Location tab, click Home.
2. Under Actions, select Book an Appointment. The Patient Search feature is displayed.
3. Find and select the patient.
4. From the patient's interface, click Book Now.
5. In the Search to add procedures field, add the procedures for the appointment.
6. Click Schedule Appointment.
7. Click-and-drag the appointment from the left side of the screen to the time slot.

From an Existing Appointment

To schedule an appointment from an existing appointment:

1. Select an appointment to view the details.
2. Click Copy as New Appointment. A new appointment is created, using the patient, procedures, location, appointment type, duration, and assigned providers.
3. Modify the appointment details as needed before booking.
   Note: Anatomy details, such as tooth number or surfaces, are not copied to prevent inadvertent duplication of planned and completed work.