Add an Appointment

See how easy it is to add appointments.

Updated over a week ago

Adding a new appointment in Digitail is a straightforward process designed to streamline your workflow.

How to Add a new Appointment

Select the client and patient you are scheduling the appointment for and specify the visit/appointment type. The responsible person field is automatically filled with the user creating the appointment but can be changed if necessary. Next, set the appropriate date and time for the appointment.

For multi-location setups, a dropdown field will allow you to add appointments for different locations.

You can also select multiple service packs when scheduling an appointment. These services are automatically added to the record when you open a new SOAP, streamlining your record-keeping process.

You can also include optional details, such as a room or kennel. The room/kennel field is only displayed if you have configured at least one. Check this article for more information on how to set them up.

Add a client message for any relevant notes you want to share with the client, and include internal notes that are visible only to your colleagues.

Appointment Status

When adding a new appointment, you have two options for the status:

Pending status - which sends a notification asking the client for confirmation.

Confirmed status - which sends the client a confirmation of the appointment.

Appointment Notifications & Reminders

Notification channels and reminders are pre-filled based on your settings but can be adjusted during the appointment creation process.

Client and Patient Information

Use the 'Preview Profile' button to view quick information about the patient and client without leaving the screen.

Selecting the Date and Time

Easily change the default duration of an appointment by adjusting the end date/hour.

A warning will appear if the selected time slot is already booked or outside working hours.


From where to add a new Appointment

Depending on your workflow and the step you are at, Digitail makes it easy to create new appointments from different screens. See below from where you can add one!

Add Appointments from the Calendar

You can add appointments directly from the Calendar screen. Use the purple button from the top right or click on any available slot (or right-click for more options) to add a new appointment directly associated with a specific user and a preselected time.

If you want to add an appointment for a new client or patient, you can add a quick appointment and create their profile later. Find out more in this article.

Add Appointments from the Flowboard

The Flowboard also enables you to add appointments using the purple button from the 'Scheduled'.

Add Appointments from the Quick Actions

One of the fastest ways to add a new appointment from any page is to use the quick actions button on the top right corner of the menu bar.

Add Appointments from the Patient Health Card / Timeline

You can also add a new appointment directly from the patient's Health Card. By doing this, the client and patient names are pre-filled.

Add Appointments from the SOAP / Record

From the SOAP you can quickly add a new follow-up appointment or next visit. Simply go to the Plan section → Follow-ups. The client and patient names are pre-filled and can't be changed as this appointment will be linked to the specific record.

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