Schedule Follow-Up Appointment

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

Navigate to Appointment From the Finished tab on the Dashboard, click on the appointment to view the Appointment Card. Click More Options > Schedule Follow-up. The Calendar opens. If necessary, select a different provider. Click the date at the top of the window. A pop-up monthly calendar opens. Click on the desired date for the follow-up appointment. Double click in the desired appointment time slot for the follow-up appointment date. The New Appointment page opens.

Schedule Follow-up Appointment 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.