You can easily create a follow-up appointment, while you are in the call with your patient.
1. On the visit page, click on the Schedule new Visit icon.
A pop-up window will appear - showing the Create New Visit page.
Note: You can edit the Visit Name by clicking on Edit or use the default Visit name.
2. Indicate the date and time of the appointment.
3. Choose the Visit Type.
4. Select the Visit Option.
You can add more visit options by clicking on the +New button.
If the appointment is for another patient, you can remove the current patient in the Add Patient field and type in the email address of the patient for the visit.
For MORE OPTIONS, you can add secondary providers under +More provider, guests under +Other guest, and send reminders to the participants of the visit under +Reminders.
5. Click on Create Visit.
6. Click on Confirm to complete creating the scheduled appointment.
Note: The screenshots used above are taken using the new visit page version. To know how to switch to the new version, read: Three Ways to Switch From Old to New Visit Page.
If you have any questions, please contact us at email@example.com.
This article was last updated on: 16 December 2022