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:
- Patient Name
- Appointment Date
4. You may choose to send a notification to the patient and/or provider by checking the boxes.
5. Select the optional information from the drop-down menus:
- Appointment Type
- Duration of Appointment
6. Click “Add Appointment.”
7. If you want to continue scheduling appointments through Quick Action, check the box for “Create Another” before adding the appointment.