How to schedule an Appointment?

Shayan Nafisi Updated by Shayan Nafisi

There are multiple ways to schedule an appointment:

From the appointment menu:

  1. Go to the appointment menu on the left side of the menu.
  2. At the top right side of the page, you will see the + button. Click on that to select a patient and schedule an appointment:
  3. Select a patient or create a new patient:
  4. Enter the information of the appointment and click on `Create:`

Scheduling an appointment from the conversation screen (Only offices who do not have EMR integration in place):

Offices that do not have EMR integration in place, could schedule an appointment right from the conversaiton. You can do so by clicking on the appointment action icon at the bottom of the conversation. That will open the appointment scheduling screen which was explained in the previous section.

Telemedcine Appointments

For telemedicine appointments, please make sure the telemedicine button is turned on:

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