How Does A Patient Get Scheduled?

If you prefer to have your office schedule your patients, or you need to do so yourself, we have made the process incredibly simple.

Step 1. Log into your account and click on the “Scheduling” tab

The scheduling window will open.

Step 2. Click in the “Patient” field and type the patient’s name. 

A list of matching names will appear showing their email and birthdate. Click on the patient you want to schedule. The next field will open automatically.

Step 3. Choose the Visit Type.
If your organization has enabled different Visit Types, each of them will be displayed here. If not, you will only have one choice called “General Visit”. 

Step 4. Choose the correct provider.

A list of providers associated with your organization will now be displayed. This allows schedulers to access all available providers. Type in the provider’s name or scroll the list and choose the provider. If they are not seeing patients via eVisit, they will have a red “No Availability” next to their name.

Step 5. Choose the date for the appointment.

The current month will appear in a small window beneath. You can either type in the month, day and year in M/D/YYYY format, or click on the date within the calendar. 
If the provider is available, the date will be highlighted. 

Step 6. Choose the time for the appointment.

Only the times the provider is available will display. Click on a time.

Step 7. Click the “Schedule Visit” button.

If you still need assistance, please submit a ticket.

Last Updated: 05/22/2020

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