Quickstart Video: Booking an Appointment for a New Patient

Overview

The easiest way to add a new patient to your Clinic to Cloud practice is to enter their basic details at the same time an appointment is booked.  The patient's other details can be collected and entered when they attend their first appointment, or they can enter these themselves if your practice has turned on the Patient Portal.

To open the appointment booking window, double-click on a free time slot in a doctor's schedule.

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