Create an appointment (calendar)

You can create an appointment in two ways directly from the calendar view.

In this article we'll cover how to create an appointment by: 

• clicking on a specific time slot on the calendar.
• using the + button.

Create a new appointment by clicking on the calendar

• Navigate to Calendar. 

• Click on the desired time slot under the appropriate user to begin booking.

Example: to book a 9:00 AM appointment, click at that time beneath the assignee's name. 

• Choose an Appointment Type and a Clinic.

If no Appointment Types or Clinics available, these must be created in the organisation settings. See Appointment Types or Clinics.

• Complete the Appointment form as required. 
• Click Submit to save the appointment.

The new appointment will now appear in the calendar view.

Create a new appointment by clicking the + button

• Locate and click the + button. 
• Select Appointment from the dropdown options.

• Complete the Appointment form as required.
• Click Submit to save the appointment.

Understanding the appointment form fields

Location

Select whether the appointment will take place in a Clinic or as a Home visit.

Assignee

Choose the practitioner to assign to the appointment. The HearLink system will suggest a practitioner based on the selected Clinic and any user assignments to the appointment Type.

Read more about assigning users to appointments here.

Date, Start time and End time

Select a date, start time and end time. The end time will automatically adjust based on the default duration of the selected appointment type (set in organisation settings), but it can be manually edited if needed.

Additional Information

This is an optional text field where you can add notes about the appointment. 

Referral and sub type

Referral types to the Reporting section of the HearLink system. To learn more, see the articles in the Reporting section. If there are no referral options available, see add a lead type.

Occasionally, you may receive a message such as "clinic mismatch" or "not enough resources". These can be overridden manually. For more information please read article warning messages.