- Ensure the Scheduler view reflects the desired office for the appointment.
- In the Scheduler, double-click on the desired appointment date and time.
- On the New Appointment screen search for the desired patient utilizing the search function to “Find Existing Patient.” Ensure the “Search In:” field has “All Offices” selected. From the list of matches, double-click the desired patient.
- On the Add/Edit Appointment screen, ensure the appropriate appointment details are entered (operatory, date, start time, duration of appointment, provider). Click the Save button to return to the Scheduler window.
We have several locations. Patients can choose whichever office they wish for treatment. How do I make an appointment on the Scheduler for an existing patient who is based in office A but wishes to have treatment in office B?
