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How to create an appointment

This guide explains how to create an appointment in TidyClinic. There are three different ways you can create an appointment.

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Option 1

Step 1.

Go to Calendar.

Under the actions section, create an appointment by clicking the plus icon.

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Step 2.

This will open a pop up box where you can search and select the patient that you want to create an appointment for.

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Step 3.

After you have selected an existing patient or created a new patient, you will see a message saying to choose a time for the appointment.

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Step 4.

Drag your cursor over a time on the desired date on the calendar to select the time.

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Step 5.

This will open a side bar where you can select the appointment category and add any notes.

Click Save once complete.

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Step 6.

Note: If you attempt to schedule an appointment before the current date and time, a warning message will appear at the top of the side panel.

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Step 7.

You can now see the created appointment on the calendar.

The colour of the appointment will be the colour of the appointment category you set up.

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Option 2

Step 1.

Go to the calendar tab, and drag on the calendar to create an appointment.

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Step 2.

This will open a side panel.

From here, you can choose to schedule an appointment for a patient or create a busy block.

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Step 3.

Click Save once complete.

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Step 4.

You can now see the created appointment on the calendar.

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Option 3

Step 1.

Go to Search patient.

Select the patient you want to create an appointment for.

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Step 2.

You will then be taken to their patient EMR page.

At the top right of the page, click the calendar icon.

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Step 3.

This will take you to the calendar page where you can create an appointment.

You will be asked to select a time for the selected patient.

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Step 4.

Drag your cursor over a time on the desired date on the calendar to select the time.

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Step 5.

This will open a side bar where you can select the appointment category and add any notes.

Click Save once complete.

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Step 6.

You can now see the created appointment on the calendar.

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