Managing Appointments

Confirming Appointments

There are several ways to confirm an appointment, depending on where you are in the software. A note is created automatically in the appointment record when an appointment is confirmed.

You can confirm an appointment in the following ways:

• Day view

  When you click on an appointment, the appointment flyout is displayed. Click Confirm.

  You can click the Confirmation Overlay to highlight unconfirmed appointments.

• Confirmation list

  When you generate a Confirmation List, place your cursor over the appointment you want to confirm. The Rebook, Cancel, and Confirm buttons become active. Click Confirm.

• Patient search

  When you use the search field to find a patient, the patient's scheduled appointments are listed in the flyout. Click the triangle to expand the options, and then click Confirm.

• Appointment card

  The Confirmed status is displayed under Appointment Details. Click Yes.

If a patient has a preferred method of contact noted in the patient record, that method is highlighted in the patient contact information. If an e-mail address is present, you can click the link to create an e-mail.

Related Topics

Using the Appointment Card

Rescheduling Appointments

Cancelling Appointments

Checking the Patient In and Out

Managing Patient Recare

Adding a New Patient

Scheduling Doctor / Assistant Time

Using the Auto Scheduler

Booking Family or Group Appointments