How to Book a Patient Appointment

Updated on July 28, 2026 | 02:17 PM – CST

Booking an appointment starts from the scheduling calendar once the provider has a schedule in place.

This video walks through the two ways to open the create appointment window: the plus icon or clicking an open slot, then searching for the patient or creating one on the spot.

You'll also learn how alerts flag a clinical or financial issue before you book, how the slots update to show what's actually open, and how to attach the kiosk and intake forms to the visit.