Creating an appointment within the SPC to do so first, come to your left hand navigation menu, select calendar and choose view calendar. Once you’ve chosen to view your calendar, come to the correct date and time. So for practice today, I’m going to choose today at 5:00 PM all we do is DoubleClick search for the patient’s name.
You could see the sticky note that we added whenever we’re creating her contact profile under the contact memo, low pain tolerance, confirmation status is still unconfirmed or scheduling her appointment, so that’s correct. We’re going to add our provider, Dr April Lyndon, our location Orlando. Your appointment types can be customized, so you can see here we have our block book consultation. EAP meaning existing patient consultation NP. For new patients, we have a followup followup. Do photos, postop preop surgery, touch-up treatment, and more specifically treatment for injections. I’m going to select a consultation in p. As we add consultation, new patient, the duration automatically populates for us. I can easily edit this by selecting the field and changing it to 45 minutes or if she’s short on time, I can simply say 24 our services. I’m going to select this field next. Go ahead and give me a dropdown of all of the services we offer.
We know Emma is interested in dermal fillers and she also discussed being interested in PRP, so I can go ahead and select that as well. If I accidentally clicked one of these services, I can simply click it again and you’ll see that check mark will disappear. Once I selected my services, I’m going to move over to my appointment date and time. When I double click, you can see a jump to five oh five rather than five o’clock but that’s no problem. All we do is click on this field. I’m going to click on this little down Arrow to make it five o’clock. These arrows will help adjust the time and then as you can see here, this will just a m and p m just by selecting it, and once I’m done, I click on this check mark to save this date and time. My duration looks great. I can add any notes here and then I’ll click on safe. Nice. Drop the appointment for Emma Roberts was successfully saved.