Schedule Follow-Up Appointment
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Updated: 09/14/2020
Views: 1053
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.
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Schedule Follow-up Appointment
- Select the provider.
- Select the week or month to schedule the follow-up from the calendar.
- Double click in the desired appointment time slot for the follow-up appointment date. The New Appointment page opens.
- The patient information and appointment details are pre-populated based on the previous appointment. If necessary, make desired changes to Details, Resources, or Billing Details.
- Click Save Appointment when finished.
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