Create patient when booking an appointment

If needed, a patient can be created when booking an appointment. This helps reduce time when a new patient is needed to be created before an appointment can be booked.

In this article we'll cover how to:

• how to create a patient when booking an appointment.

Create patient when booking an appointment

• Navigate to the 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.

• Click the Add a new patient button.
  

• The patient form will appear.

The add a new patient form, when creating an appointment, will only include the mandatory fields you set in the patient form settings. This ensures you can add a new patient quickly, create the appointment and fill in the patient optional details at a later time. 

• Fill in the patient form and you will be redirected back to creating the appointment with the new user's details.

Complete creating an appointment by following this article.