Schedule an Appointment for a Family (Existing Patients)

  1. Click the navigation menu > Appointments

  2. Right click in an empty appointment slot > Insert new... > Family Appointment...

  3. Window: Find Patients for Family Appointment

    1. Enter the name of someone in the family

    2. Click FIND

    3. Highlight the correct patient from the available list

    4. Select the patients to schedule for in Family members of patient selected above

    5. Click OK


  4. Window: Appointment for Family 

    1. Available Options:

      1. Use the arrow icons to move a patient in the list; this affects the order of appointments

      2. Highlight a patient and click Remove Patient button if not required

    2. Schedule Appointment:

      1. Highlight the patient

        1. Fill in details of this patients' appointment

      2. Highlight the next patient

        1. Fill in details of this patients' appointment

    3. Repeat until all patients appointment details are entered

  5. Click OK




Create Family Appointments


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