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Scheduling

Scheduling

Learn how to create custom appointment types, schedule patients, send reminders, and more.

Getting Started

Configuring practice settings and adding staff users

Registering new patients and adding insurance coverage

Scheduling and managing patient appointments

How do I setup and use Appointment Text Reminders?

How do I setup and use Online Scheduling?

How do I set-up and use patient self check-in?

How Do I setup and use Online Intake Forms?

Completing online intake forms during patient self check-in

How do I use the Task Manager?

How do I create color-coded 'status' types for appointments

How to create custom appointments for non-patient related events

See more

FAQs

How do I change the time-interval for when text appointment reminders are sent out?

How do I view future appointments for a patient?

How do I track new referrals to my office?

Troubleshooting

My updates to the Patient Intake Forms are not showing