Schedule Follow-Up Appointment

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Updated: 04/30/2021
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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 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.
Select the Service Location.
If necessary, make desired changes to the Details, Resources, or Billing Details.
Click Save Appointment when finished.