Booking a New Patient Appointment

Brief Overview

Creating an appointment for a new patient when the time of appointment is known or when you want to book the next available time. 

 

The Short Version

  • Double click on a time slot or select the Add New Appointment icon
  • Add new patient 
  • Complete the details of the appointment
  • Use the Suggest feature to find next available appointment if required
  • Save appointment

 

Instructions

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

Option 1 - Appointment time known

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

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.

If you are using the Patient Portal and enter the patient email address the patient will automatically receive their Patient Portal login notification. To learn more about the Patient Portal click here.

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Note: Items shown with a red asterisk* are mandatory.

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

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

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Option 2 - Need to find the next available appointment
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.

If you are using the Patient Portal and enter the patient email address the patient will automatically receive their Patient Portal login notification. To learn more about the Patient Portal click here.

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Note: Items shown with a red asterisk* are mandatory.

4. Click 'Save' 

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.

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

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

 

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