Making Follow-Up Appointments from the Schedule Tab Quick Guide
- With the current appointment selected on the Schedule tab, select the Copy Appt for (patient name) option from the right mouse button option menu.
- A dialog will instruct you to select a date and time; click OK to continue. The cursor may change to a stopwatch.
- Enter a date for the new appointment in the date field. If needed, click the Search button to display that day's schedule.
- Click in a time slot to select an appointment time. The cursor will return to normal.
- 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.
- If the appointment is for an injury, accept or modify the Treatment description.
- In the Select Orders window, select the appropriate procedure(s) for the new appointment.
- 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.