Book an appointment

Put a patient on the schedule.

Useful for Secretary Clinic admin Receptionist Doctor

  1. Choose Book appointment on the Appointment Calendar, or open the patient's Appointments tab to book for that person.
  2. Pick the Date and a free Time, the Location and Doctor where you have more than one, and a Reason.
  3. Choose Book. The appointment shows on the calendar and on the patient's chart; open it later to Move or cancel it.

Common questions

The patient did not get the confirmation email. Can I send it again?

Open the appointment and choose Resend confirmation. It goes to the email address on the patient's record, so check that first. A cancelled appointment has nothing to confirm, so the button is not shown there.

Find a patient with search and filters Look someone up by name or ID, or narrow the list by company, HMO, age, or place. Add a patient Create a new chart so you can book, prescribe, and order labs for someone. Let patients register themselves Share your clinic's registration link or QR so new patients fill in their own details.

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