Creating Appointments

Optional: If an Appointment Template has been previously created under ‘Program Setup’, use the drop-down arrow to select an ‘Appointment Template’ from the sidebar.

From the side toolbar, use the drop-down arrow to select a patient.


  1.   ‘Drag and Drop’ the small patient icon into the appointment time
  2.   Resize the appointment by dragging the borders up or down if needed

Optional: Right-click the appointment to change the status or double-click the appointment to edit all properties of the appointment and notes.