New Group Appointment

The Group Appointments feature gives you the flexibility to add multiple patients to the same appointment. When you create a group appointment, you can enter a group name, set the maximum number of attendees, and create a group note.

Note: Group Appointments must be enabled in Calendar Settings to schedule group appointments.

Access Calendar Select the desired date on the calendar. Click on the Calendar tab. The Calendar page opens. Click New Appointment or double-click the desired time slot. The New Appointment page opens.

Schedule New Appointment Populate Details: Select Group. Group Name: Enter a name for the appointment that is displayed on the Calendar and Dashboard. Appointment Mode: The default Appointment Mode is "In-Office". To schedule a telehealth appointment, select "Telehealth" (Telehealth subscribers only). Location: Select a Service Location from the drop-down menu. Date and Time: By default, the date and time selected populates. Note: The time zone displayed is based on the configuration in Calendar Settings.   If a specific date and time was not selected, the current date and next whole hour is populated. Update the date and/or time as applicable. Duration: By default, the duration configured in Calendar Settings displays. If applicable, update the duration. Recurrence: Select a pre-set or custom recurring appointment option if necessary. Notes: Add an optional note about the appointment. Notes will populate the Appointment Notes section of the group note (Clinical subscribers only). Populate Resources: Provider: The selected provider populates from the time slot selected from the calendar or search for and select a provider from the drop-down. The provider's availability displays by their name: Available, Conflicts with another appointment, or Outside office hours. Staff: Search for and select a staff member, if necessary. Multiple staff members may be selected. The staff's availability displays by their name: Available, Conflicts with another appointment, or Outside office hours. Room & Equipment: Search for and select a room/equipment, if necessary. Multiple rooms and equipment may be selected. The room and equipment availability displays under their name: Available or Conflicts with another appointment. Attendees: Max # of Attendees: By default, the maximum number of attendees for a group appointment is 200 patients. Enter a different maximum as applicable. Patients: Add patients. Existing Patient: Begin entering the patient's name and click on the patient's name when it appears. New Patient: If the patient record is not found, select Click to create new patient record to add a patient record. Click Save Appointment when finished.