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Appointment info

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  1. 1

    Open the Appointments agenda

    In the side menu, click «Appointments» to see the day’s agenda.

    Side menu with the Appointments option
  2. 2

    Pick the day and the provider

    Use «Today» or the arrows to change the day, and the provider selector to filter. Find the appointment in the list on the right by time and patient.

    Day and provider selection on the agenda
  3. 3

    Insurance and first visit

    The appointment card shows the insurance and the «1st visit» tag for providers with first-consultation restrictions.

    Appointment card showing the insurance
  4. 4

    Patient in the waiting room

    The secretary marks the patient as present; the appointment moves to «Waiting».

    Appointment marked as waiting
  5. 5

    Payment status

    Record the payment from the same card. The provider can mark the appointment as attended for follow-up.

    Appointment marked as paid and attended