Create an Appointment Using Employee Role

When creating an appointment or appointment slot, the system does not require the appointment to be assigned to a specific provider or employee, it can be assigned to a Role (e.g., Optician, Technician). Assigning a Role to an appointment is helpful for situations such as optical encounters which do not require the patient to see a provider. 

Appointments that are assigned to a Role can be assigned to an employee when the appointment is started. The started encounter displays on the assigned employee's schedule.

Instructions

1. Access Schedule > click the + icon > Appointment.
2. Complete all required fields.
3. In the Role field, select the appropriate option.
4. Click 'Create.'