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Schedule an appointment

Scheduling appointments efficiently is key to maximizing your time and revenue. The system manages all the details—notifications, team assignment, and availability checks—so you can focus entirely on providing the service.

schedule appointment

Schedule a new appointment​

Create a new appointment for a client.

schedule appointment

Need to reschedule a client quickly? WithinEHR makes rebooking easy directly from your calendar.

Rebooking from the calendar is more efficient with its visual drag-and-drop interface, eliminating the need to search for clients or navigate between screens

Step 1: Locate the Appointment​

  1. Navigate to Calendar: Click "Calendar" to view your schedule. Select "Edit Appointment"
  2. Find the Slot: Locate the appointment block with client details.

Step 2: Confirm​

  • Drag-and-Drop: Click "Save Changes" in the appointment window.

View unassigned appointments in the calendar​

See appointments that haven't been assigned to a specific provider or location.