The following instructions are to create an appointment.
Instructions
- Access Schedule.
- Click '+ Appointment.'
- Complete all required fields.
- Although not required fields, for the fields Provider, Employee, and Role, decide which field is most appropriate for the appointment type you are creating. The system assigns the appointment to the Provider, Employee, or Role that is selected.
- Notice there is a Recurrence tab, if appropriate to your scheduling situation.
- Click 'Create.'