Schedule Follow-Up Appointment

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. 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.