Creating a New Appointment

There are multiple ways to create a New Appointment. You can use any that works best in your workflow.

Option 1: Use Quick Create from the Dashboard

Option 2: Choose Appointments in Navigation Bar

Option 4: From the Patient Record under the Appointment Tab

1. In the pop-up window enter the required information:

2. Enter optional information:

• Practice
• Appointment Type
  

3. Click "Add Video Conference" if needed

4. Click

• Create Another if you are entering multiple appointments at one time
• Start Capture to immediately launch an intra-oral camera and begin capturing data
• Create

Editing Appointment Details

To edit appointment details, click the “Edit Appointment Details” button at the top right corner of the Appointment

Make your changes to the appointment in the pop-up window and click “Save” to update.

To delete the appointment scroll to the bottom of the Appointment page, and click the “Delete Appointment” button.

Download the necessary User Guides below