Schedule Follow-Up Appointment

Updated: 09/23/2023 | Views: 3622

Once a patient has been checked out, a follow-up visit is easily scheduled from the Dashboard.

Access Appointment From the Finished tab, click on the appointment to view the Appointment Card. Click More Options and select Schedule Follow-up. The Calendar opens.
Schedule Follow-up Appointment Select an active provider, a staff member, or an equipment the Provider/Resource drop-down list. Navigate to the desired week. Click the back or forward button to navigate to a previous or next week. Click the calendar icon to select a specific week. Click Current Week to navigate back to the current week. Double click in the appointment time slot. The New Appointment page opens with fields auto-populated from the previous appointment.
If applicable, select a Service Location. Make necessary changes to the Details, Resources, or Billing Details sections. Click Save Appointment when finished.