How to Create a New Patient Appointment

Related Training
Adding Patients Recorded Class

When you schedule an appointment for a new patient, you are creating a new patient record. A patient is considered NEW until a first appointment is completed and charges are posted to the patient ledger. 

Appointments for new patients include a visual indicator on the schedule. 

The NEW indicator is also displayed on the Patient Minicard and Home tab, as a reminder that more information may be needed for the Patient Record (Patient > Patient Record > Edit Patient Record), or that the patient may require additional information from your practice prior to the appointment.

To create a new patient appointment:

1. Navigate to the date in the Schedule (US) or Diary (UK) and select the time for the appointment.
2. Click the + sign to create the appointment. The Search Patients field is displayed. 
3. Type the new patient's name to make sure they are not already in the system.
4. Click Create New Patient. The Create Patient window is displayed.
5. Enter the patient's information in the fields.
   Note:  To enter only the required information, select the Display required fields only option. You can enter additional information later by selecting the Patient tab, then Patient Record > Edit Patient Record.
   Whenever creating or updating a patient record, a message is displayed if the patient (if self-responsible), a patient's responsible party, or a patient's policyholder does not have a defined address. You are prompted to update the associated record or to make the update later.
   
6. Click Create. The Appointment Card is displayed for the new patient. 
7. Enter the relevant appointment details, and then click Schedule Appointment.

New Patient Report

To generate a list of new patients:

1. From the Dashboard tab, select Reports > Patient List.
2. Click Select New Report.
3. From the drop-down list, select New Patients, and then select any additional criteria for the report.
4. Click Run.