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Book an appointment

Book a visit for a patient from Clinical > Appointments.

Appointments are booked from Clinical > Appointments with New Appointment. You need the patient in ChiroApp first (see Add a patient).

Human practice

  1. In the menu, open Clinical, then Appointments.

    On a phone On a phone, tap the menu button (three lines) at the top left first.

    Phone screenshot for step 1
    Screenshot for step 1: In the menu, open Clinical, then Appointments.
  2. Press New Appointment.

    Screenshot for step 2: Press New Appointment.
  3. Under Client, type the first letters of the patient's name and choose them from the list. Under Patient(s), choose the patient.

    Screenshot for step 3: Under Client, type the first letters of the patient's name and choose them from the list. Under Patient(s), choose the patient.
  4. Under Patient Visit Types, choose the visit type (for example Initial Consultation). Leave Appointment Type on Scheduled. Pick the Date and Time, and change the Duration if needed. (If your practice offers both clinic and mobile visits, also choose where the visit happens.) Press Submit Appointment.

    Screenshot for step 4: Under Patient Visit Types, choose the visit type (for example Initial Consultation). Leave Appointment Type on Scheduled. Pick the Date and Time, and
  5. ChiroApp shows Appointment scheduled. The visit is now in the list under Upcoming, with buttons to Create Note, Create Invoice and Complete when the visit is done. Press Calendar to see it on the calendar.

    Screenshot for step 5: ChiroApp shows Appointment scheduled. The visit is now in the list under Upcoming, with buttons to Create Note, Create Invoice and Complete when the v

Animal practice

  1. In the menu, open Clinical, then Appointments.

    On a phone On a phone, tap the menu button (three lines) at the top left first.

    Phone screenshot for step 1
    Screenshot for step 1: In the menu, open Clinical, then Appointments.
  2. Press New Appointment.

    Screenshot for step 2: Press New Appointment.
  3. Under Client, type the first letters of the owner's name and choose them from the list. Under Patient(s), choose the animal (hold Ctrl or Cmd to book several animals of the same owner at once).

    Screenshot for step 3: Under Client, type the first letters of the owner's name and choose them from the list. Under Patient(s), choose the animal (hold Ctrl or Cmd to book
  4. Under Patient Visit Types, choose the visit type (for example Initial Consultation). Leave Appointment Type on Scheduled. Pick the Date and Time, and change the Duration if needed. (If your practice offers both clinic and mobile visits, also choose where the visit happens.) Press Submit Appointment.

    Screenshot for step 4: Under Patient Visit Types, choose the visit type (for example Initial Consultation). Leave Appointment Type on Scheduled. Pick the Date and Time, and
  5. If some patient details are still missing (for an animal this is often the date of birth, sex and spayed/neutered status), ChiroApp asks Continue scheduling anyway? Press Yes to book now, or No to go back and add them first.

    Screenshot for step 5: If some patient details are still missing (for an animal this is often the date of birth, sex and spayed/neutered status), ChiroApp asks Continue sche
  6. ChiroApp shows Appointment scheduled. The visit is now in the list under Upcoming, with buttons to Create Note, Create Invoice and Complete when the visit is done. Press Calendar to see it on the calendar.

    Screenshot for step 6: ChiroApp shows Appointment scheduled. The visit is now in the list under Upcoming, with buttons to Create Note, Create Invoice and Complete when the v

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