Adding an appointment

There are a number of ways to create an appointment. We’ll take you through the most popular.

From the Calendar

Most people start from the calendar view. Just click Appointments in the left menu.

  1. Navigate to the clinic/practitioner, day and time that you would like to book.
  2. Click the time slot you would like to make an appointment in. The sidebar will open with as many details pre-filled as possible based on where you clicked.
  3. Search for the patient by typing into the patient field, and then click their name.
  4. Adjust the sidebar details if needed.
  5. Click ‘Add Appointment’ to save and finalise the appointment. The calendar will refresh with the appointment visible.
HippoCamp Tip
Click the plus icon in the patient field to add a new patient while creating an appointment. Click here for more details.

From the patient dashboard

  1. Navigate to the patient dashboard. The fastest way to do this is from the right sidebar search.
  2. Hover over the green ‘Create New’ button to get a quick actions menu, then click the ‘Appointment’ link.
  3. You’ll be redirected to the calendar with the sidebar open.
  4. You can navigate the calendar to find an available time.
  5. Click the calendar to select the appropriate time/date/clinic, and the sidebar will fill with the details.
  6. Check the appointment details are correct and click ‘Add Appointment’.

From the patient list

  1. Search for the patient under the Patients menu in the left menu.
  2. Click the plus icon on the right hand side of the list to add an appointment for a patient. You’ll be redirected to the calendar with the sidebar open.
  3. You can navigate the calendar to find an available time.
  4. Click the calendar to select the appropriate time/date/clinic, and the sidebar will fill with the details.
  5. Check the appointment details are correct and click ‘Add Appointment’.

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