To create an appointment from your schedule, follow the steps below:
- From the Staff Calendar screen, click and drag your mouse on the calendar time slot you want to book. Must click in a white space.
- In the New Entry Type pop-up, select the New Service Entry radio button.
- Click OK.
- Search for the client in the client search pop-up.
- In the Service Notes screen, click the drop-down menu in the program field and select the appropriate program.
- Click the drop-down menu in the Procedure field and select the appropriate procedure.
- Click the drop-down menu in the Location field and select the appropriate location.
- Enter Travel Time in minutes.
- Enter Documentation Time in minutes.
- Enter Service Time in minutes.
- Click Save.
