From appointment book select the desired time slot and right click. From the drop-down menu and select the ‘New’ button.

 

The ‘Add Appointment’ window will display. The time slot will select the resource depending on the schedule you’ve selected. Fill the RED required fields.

 

On the right side of the appointment book click on the Norton button select the ‘Lookup’ to search lookup the patient requesting an appointment.

**Note** if you have previously accessed patients chart, you can select ‘Access Previous Patient’ from the menu.

 

When searching for your patient make sure you enter at least 3 criteria (ex. Last, first name, DOB)

Double click the patient to select, or you may highlight and select ‘Open’.

 

After selecting your patient, the demographics window will display. Verify with the patient if all is correct/updated. Click ‘OK’

 

After entry for the appointment click the ‘OK’ button. 

 


**Optional** the ‘Appointment Confirmation’ window will display, click on the drop-down arrow in the ‘Print’ box and select ‘Appt Reminder’