Category: Appointment / Visit
How to reschedule an appointment
Step 1: Access the appointment list > click on the side menu of the appointment. Step 2: Change the appointment to a date/time you agreed with the patient. Step 3: Choose the new date and press OK. Step 4: Choose a new time and press OK. Step 5: Then click on SAVE. Step 6 : […]
How to remind patient of their appointment
Step 1: Access the visit list > Then click on the right menu of the appointment > Choose Send reminder. Step 2 : Choose either Send to email or SMS.
Marking the appointment as finished
Step 1 : Access the visit list > Then click on the appointment. Step 2 : Then click on the Status section of the screen. Step 3: Then update the visit status > Then click on Save. Step 4: The updated status will now reflect on the visit.
How to search on visits
Calendar View Week View Click on the List icon on the upper right, to switch to List view. List View Click on the calendar icon to switch back to Calendar View.
Cancelling an appointment.
Step 1: Access the appointment list Step 2 : Click on the right menu of the chosen appointment. > Then choose Cancelled. Step 3 : Appointment has been cancelled.
Renaming visit tabs
Step 1 : Go to the appointment list and choose a record. Step 2 : Then choose the 3rd tab. Step 3 : Then click on the right menu > More Step 4 : Then click on Edit tab. Step 5: Then tap on the tab you want to rename. Step 6 : Then enter […]