Appointments
Book an appointment
Section titled “Book an appointment”Choose the patient, give the appointment a title and optional description, and set when it’s scheduled. If it follows an accepted estimate, link that estimate to it. Only accepted estimates are offered.
Status
Section titled “Status”| Status | Meaning |
|---|---|
| New | Booked, not started. |
| In progress | The patient is being seen. |
| Completed | Done. The completion time is recorded. |
| Canceled | It won’t go ahead. |
Moving an appointment out of Completed clears its completion time.
Invoice from an appointment
Section titled “Invoice from an appointment”Once an appointment is Completed, create its invoice from it. If the appointment is linked to an estimate, the invoice starts with that estimate’s line items and discount. See Estimates and invoices.
Recall visits
Section titled “Recall visits”Recurring plans can create the next appointment for you when a patient is due.