In this video, we’re going to talk about the appointments module in the Patient Portal. Clients are able to see all of their scheduled appointments within the portal. Any time a client is added to an appointment in the ClinicNote schedule, the date and time will automatically be added to their appointment list in the portal. Click the schedule icon to open the full schedule. Double click to open the Appointment page. Add the client’s name and select all appropriate fields. Click “Save.” This save action is what triggers the appointment to appear in the portal. This may also trigger an email notification to the client if your clinic has appointment reminders enabled in the Admin Panel. From the client’s perspective in the portal, they can view the schedule in one week or more increments seeing past, current, and future appointments. They can also see which attendance was selected for each appointment so they can track their own attendance and no-shows.
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