Add an Appointment

See how easy it is to add appointments.

James avatar
Written by James
Updated over a week ago

Adding a new appointment is easy peasy! Start by selecting a client and a patient, the service / appointment type, the responsible person (pre-filled with the user that does the action), and the date & time.

There are some optional fields, such as room or kennel, a message to the client (here, you can include any relevant notes that you wish the client gets before the visit), or internal notes (these are visible only to your colleagues).

The appointment status can be 'Pending' (this will trigger a notification asking the client for their confirmation) or 'Confirmed' (the client will only receive a confirmation of the appointment).

The notification channels are defined based on your notifications settings, but you can update them at this step. The reminders are also pre-filled based on your reminders settings, but they can be adjusted case by case (click on the arrow next to them to change their frequency or due date).

πŸ“Œ Click on the 'preview profile' button to see quick information about the patient and the client without leaving the screen.

πŸ“Œ You will see a warning if the time slot selected is already booked or it's outside working hours.

πŸ“Œ If you are on a multi-location setup, a new dropdown field will be displayed, so you can also add appointments for other locations.

πŸ“Œ 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.

πŸ“Œ You can select multiple service packs when scheduling an appointment (and seeing their est. price). When opening a new SOAP, the services will be automatically added to the record, making your record-keeping process even faster!

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

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!

πŸ“… Appointments Screen

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.

πŸ—‚οΈ Flowboard

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

πŸ“Ž Quick Actions from the top menu

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.

🐢 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.

πŸ“‘ SOAP / Record

From the SOAP you can quickly add a new follow-up appointment or next visit. Simply go to the Plan section β†’ 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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