This article provides instructions on how to add and edit a calendar event.
- Viewing Calendars & Scheduling
- Setting Up your Appointment Types
- Next Available Appointment Tool
- Appointment Notification and Reminder Emails and Text
Add Appointment/Event Manually:
Manually add a new appointment or event to your calendar by clicking on any open time slot on the user's calendar when in week or day view. You may use the Next Available Appointment Tool in order to find the time slot.
Select the Type of appointment from the drop down menu. You can manage your own appointment types under Admin > Manage > Schedule Types.
The appointment type selected will populate some basic information into the Title field. You can edit the title as needed.
Enter Event Details, if desired. These are NOT visible to or sent to the patient - these are internal notes).
Use the This appointment is for search box to search for and select an associated patient.
Add from a Patient Request from Portal:
Accept the request and add it to your calendar by clicking on the date and time shown for the request in the Appointment Requests block on the schedule page (directly below the Patient Portal Queue block). When you accept an appointment request made by the patient, then the appointment type, date and time, patient, and provider are automatically populated based on what the patient requested. Any notes that they added will appear in the appointment description
Note: you may also use Chart Parts to create different email templates (e.g., for different types of appointments). Once you have created the desired email Chart Part(s) (via Admin --> Manage --> Chart Parts), insert the message from your template by typing the name or nickname of your email template, then selecting the suggested match to the left.
Note: email notice and reminder will be sent by regular email, not as a secure message via the Patient Portal - do not include Protected Health Information in your message.
Edit an Appointment/Calendar Event:
Other keywords: patient appt, patient appointment, schedule appt, schedule appointment