Schedule an Appointment (New Patient - Family Member)


Use this method if the new patient requires an appointment at time of creation. 

  1. Click the navigation menu > Appointments

  2. Right click in time slot where you wish to insert the appointment

  3. Select Insert new… > Appointment for patient…

    1. Go to the Enter new patient tab 

    2. Tick the Member of family


      1. Enter the name of the existing patient you wish to link the new patient to

      2. Click Find

      3. Highlight the correct existing patient name below the search fields

      4. Click OK

    3. Enter the details of the new patient (member)

    4. Click OK

After creating the appointment, the new patient has a file saved to the database as a family member alongside the existing patient’s file.

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