Patient & Appointment Management
Creating a Session
Session Creation Information Screen
5 steps
Read the guide ›Appointment Update Information Screen
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When managing changes in your clinic calendar, you can use two different methods depending on whether you need speed or detail:
1. Drag-and-Drop: If you only need to change the day or time of an appointment, use the drag-and-drop feature on the calendar screen. After moving the appointment to a new time slot using this method, you can instantly inform your patient via the system's automated SMS option, thereby preventing potential no-shows.
2. Comprehensive Content Update: Even if the appointment time remains the same, you may need to modify critical data such as the assigned physician, treatment protocol, or clinical notes. In this case:
Open the details window by clicking on the relevant appointment card.
Make your edits in the necessary fields (Reason for visit, treatment type, etc.).
To ensure data integrity, complete the process by clicking the 'Update Appointment' button in the top right corner.
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Patient & Appointment Management
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