How To Book A New Patient Appointment

There are two ways to add an new patient for an appointment in Clinic to Cloud

Option 1

1. Double click the appointment time and date on the scheduler that you are wanting to take

When you double click the time a pop up box will appear. (See screenshot below) Complete all mandatory fields (mandatory will be marked with a red *). Complete other sections if applicable
As you have clicked on the specific time and date those fields will fill in automatically. Along with the Doctor and Location. 

2. Click the Plus sign next to 'Patient' section to add a new patient

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3. Complete the basic demographics for the new patient. This is the point you would give patients access to the patient portal (see patient portal article for more information).

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4. Once you have completed inputting the details click 'Save'.

5. A plus icon will appear on the appointment block in the top left to indicate a new patient appointment.

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Option 2 
You are more likely to use this option if you do not know when the next appointment is available in the system and you are wanting the system to suggest the earliest option. 

1. Click the 'Add New appointment icon' 

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2. Click the Plus sign next to 'Patient' section to add a new patient

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3. Complete the basic demographics for the new patient. This is the point you would give patients access to the patient portal (see patient portal article for more information) 

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4. Click 'Save' 

5. Complete all of the mandatory fields (mandatory will show with a red *) 

All of these fields need to be completed for the system to be able to suggest correctly.

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6. Once you have completed all the above fields the 'Suggest' button will highlight and you can click this on the right

7. The suggest options will pop up based on the appointment type and scheduler category. 

Filtering:

Period: 1 Month/3Month/12month Allows you to choose how far in the future you would like to see appointments for

Day of the Week: Allows you to select and deselect days you would like the system to show you

Time of Day: Allows you to select and deselect times you would like the system to show you

Locations: Allows you to select and deselect locations you would like the system to show you

 

8. Below is the list of appointments relevant to your selections above. If you would like to view the appointment in the scheduler you can click the date on the left and a new tab will open up in your web browser

9. Once you are happy with your appointment time, click the 'Take It' button 
This will fill the time and date into your appointment page.

10. Once you are happy with the details completed click 'Save'

11. A icon will appear on the appointment block in the top left to indicate a new patient appointment.

 

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