Schedule Follow-Up Appointment

Access Appointment

1. From the Finished tab, click on the appointment to view the Appointment Card.
2. Click More Options and select Schedule Follow-up. The Find Next Available Appointment page opens.

Schedule Follow-up Appointment

1. By default the filters are populated based on the appointment. Change the Start Date, Provider, Visit Reason, and Service Location as applicable.
2. Click an appointment time slot.
   • Click the back or forward button to navigate to a previous or next week.
3. Book Appointment:
   • To book the appointment and add additional details (e.g., telehealth visit, send patient intake, etc.), click Review & Add Details. The Edit Appointment page opens.
   • To book the appointment without adding additional details, click Book (time) On (day . The confirmation message displays. Available actions after the appointment is booked:
     • Book Another Appointment: Click to book another appointment for the patient using the same filters.
       • To clear the filters to book a new appointment, click Reset Filters.
     • View on Calendar: Click to view the appointment on the calendar.
     • Edit Appointment: Click to change the appointment mode, set recurrences, add a note, send intake forms, add staff/room/equipment, or select a different insurance case.

Edit Appointment

If applicable, edit the scheduled appointment to change the appointment details or send intake forms.

1. Make the applicable changes.
   • Appointment Mode:  The default Appointment Mode is "In-Office". To schedule a telehealth appointment, select "Telehealth" (Telehealth subscribers only).
   • Recurrence: Select a pre-set or custom recurring appointment option if necessary.
   • Notes: Add an optional note about the appointment that populates as the chief complaint of the patient’s clinical note (Clinical subscribers only).
     Note: The note will not populate in the chief complaint of an AI note.
   • Patient Intake: Click to select which patient intake forms to send (Engage subscribers and accounts with access to Patient Intake only).
   • Staff:  Search for and select a staff member if necessary. Multiple staff members may be selected.
   • Room & Equipment: Search for and select a room/equipment if necessary. Multiple rooms and equipments may be selected.
   • Billing & Insurance:  If the patient has multiple insurance cases, click the drop-down arrow to select a different insurance case.
2. Click Save Appointment when finished.