To set up an appointment through Quick Action, do the following:
1. Click the Quick Action icon in the menu.
2. Select Appointment from the drop-down menu.
3. In the pop-up window, select the required information from the drop-down menus:
- Date and Time
- Duration
- Patient IF you are scheduling an appointment between a patient and provider(s)
- Provider
- Click Add Video Conference
4. Select the optional information from the drop-down menus:
- Appointment Name
- Appointment Type
- Location
5. Click "Add Video Conference" if this appointment is a video call.
6. Click “Create”
- If you want to immediately start capturing data, click Start Capture
7. If you want to continue scheduling appointments through Quick Action, check the box for “Create Another” before adding the appointment.
Download the necessary User Guides below