Legacy - Make an Appointment for an existing Customer

Legacy - Make an Appointment for an existing Customer

To make an appointment for an existing customer on Dash Board search the customer.


1) Search the existing patient, e.g In this case I am taking an appointment for Kiva.


Click on the patient name and then click on @

Another way to make an Appointment


1- Click on the pointed sign
2- Make an Appointment


Click on the date for which appointment should be taken for the respective doctor


Click on the time for which the appointment should be taken


Enter the details and click on Create Appointment

1-Clicking on Add Appointment will help you to create another appointment for the same client
2-Clicking on Edit will help you to edit the existing appointment
3-To cancel the appointment click on Cancel
4-Create a new appointment.


    • Related Articles

    • Legacy - Make an appointment for a new Customer

      Taking an appointment for a new customer 1- Click on Make an Appointment 2- Click on Add New Client. Add New Client / Patient Enter your details and click on Add Client Selecting a Provider / Day for the Appointment Click on the date when you want to ...

    • Legacy - Defining other resources you would want to block for the appointment

      Setting up Equipment Scheduling for equipments and Areas 1- You can add new equipment by clicking on Add 2- You can edit the existing equipment by clicking on Edit Add New Equipment After entering the details click on Add Equipment Modify Equipment ...

    • Next Gen - How to create an appointment ?

      Steps to Create an Appointment: 1. Search for the client /patient that the appointment is for. 2. Select appropriately based on the appointment you would like to fix. For Example (Select the day option to fix an appointment for that particular day. ...

    • NextGen - How to enable appointment equipment ?

      1) Click on the setup icon as shown below. Navigate to organisation then click on clinics. A > Click on Setup. B > Click on Organization. C > Click on Clinics. 2) Click on the Settings icon as shown below against the clinic you would want to make the ...

    • Legacy - Walk in - Make an Appointment and Check in

      Appoint  >> New Appointments 1. Click on Appointment Calander to create a new appointment 2. List of Doctors / Providers showing availability and busy times. Note :  A Doctor/Provider can have multiple appointments for the same time.  & Multiple ...