ClinicNote | EMR for University Clinics & Programs
  • Features
  • Pricing
  • Why Us
  • About Us
  • Contact Us
  • Podcast
  • Sign In
  • Features
  • Pricing
  • Why Us
  • About Us
  • Contact Us
  • Podcast
  • Sign In

schedule - create, edit, or delete appointment

10/18/2018

 
Create
1. Click "Schedule" icon in top left-corner of dashboard
2. Change view
3. Double click in time slot where you wish to create an appointment
4. Select event type 
5. Select room
6. Add one or more therapist
7. Add one or more patients
8. Double-check date and start and end times


Important things to note:
If you're not able to double click to create an appointment, change your view in the bottom right-hand corner to "Group by Therapist" or Add a Room in the Admin Panel .


You can create repeat visits for multiple days of the week.


You can end an appointment after specific number of occurrences or on a specific date.

Edit 
1. Click "Schedule" icon
2. Double click appointment
3. If a repeat appointment: Click "Edit current occurrence" to edit only today's appointment or click "Edit the series" to edit every appointment in the series
4. Make your changes 
5. Click "Save"


Delete
1. Hover mouse in the right-hand corner of appointment box
2. Click X
3. Select "Delete this occurrence only," "Delete this occurrence and future occurrences in the series," or "Delete the entire series and all occurrences"
4. Click "Delete" 
Return to Support Page

Comments are closed.

    Author

    Write something about yourself. No need to be fancy, just an overview.

    Archives

    September 2021
    August 2021
    July 2021
    January 2021
    December 2020
    October 2020
    September 2020
    August 2020
    May 2020
    April 2020
    March 2020
    February 2020
    January 2020
    November 2019
    October 2019
    September 2019
    August 2019
    May 2019
    January 2019
    October 2018
    September 2018

    Categories

    All

    RSS Feed