Making Follow-Up Appointments from the Schedule Tab Quick Guide

  1. With the current appointment selected on the Schedule tab, select the Copy Appt for (patient name) option from the right mouse button option menu.
  2. A dialog will instruct you to select a date and time; click OK to continue. The cursor may change to a stopwatch.
  3. Enter a date for the new appointment in the date field. If needed, click the Search button to display that day's schedule.
  4. Click in a time slot to select an appointment time. The cursor will return to normal.
  5. In the Search – Appointment Type window, accept the description shown or Clear the search to see a list of all available appointment types and double-click on the desired type.
  6. If the appointment is for an injury, accept or modify the Treatment description.
  7. In the Select Orders window, select the appropriate procedure(s) for the new appointment.
  8. A dialog asks if you want to return to the original appointment. Select No view the new appointment, Yes to return to the original schedule view.